Chartered Financial Planner
The Progress Shed - Minehead, England
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Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment. OutlineoftheRole Takeonexistingreviewclientsandmaintainclientrelationships as the sole advisor Workwithadedicatedteamforclientsupport- Paraplanner and Administrator Offersupportandguidanceininvestmentplanning,pensionandinsurance. FinancialPlannerRequirements: Qualifiedtolevel4CIIRegulatedDiplomainFinancialPlanning IdeallyCharteredStatusorprogressingtowardsCharteredstatusandhaveagoodunderstandingoffinancialadviceregulations OfficebasedinDevon Minimum3yearsexperienceinaFinancialAdvicebusinesswithexceptionalorganisationalandplanningskills Excellentwrittenandverbalcommunication,numeracyskills,andaproactive,innovativemindset Experienceinthefinancialadviceprocessandapassionforcollaborationandinteractionwithothers Benefits Annualsalarydependentonexperienceandcharteredstatus PensionandPMI Freeparking 25daysholidayplusBankHolidays. Fullbackofficesupport TPBN1_UKTJ
Created: 2026-02-07