Chartered Financial Planner
The Progress Shed - Minehead, England
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Job Description Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment.OutlineoftheRoleTakeonexistingreviewclientsandmaintainclientrelationships as the sole advisorWorkwithadedicatedteamforclientsupport- Paraplanner and AdministratorOffersupportandguidanceininvestmentplanning,pensionandinsurance.FinancialPlannerRequirements:Qualifiedtolevel4CIIRegulatedDiplomainFinancialPlanningIdeallyCharteredStatusorprogressingtowardsCharteredstatusandhaveagoodunderstandingoffinancialadviceregulationsOfficebasedinDevonMinimum3yearsexperienceinaFinancialAdvicebusinesswithexceptionalorganisationalandplanningskillsExcellentwrittenandverbalcommunication,numeracyskills,andaproactive,innovativemindsetExperienceinthefinancialadviceprocessandapassionforcollaborationandinteractionwithothersBenefitsAnnualsalarydependentonexperienceandcharteredstatusPensionandPMIFreeparking25daysholidayplusBankHolidays.FullbackofficesupportJBRP1_UKTJ
Created: 2026-03-07