Financial Advisor

Chartered Financial PlannerFinancial Planner / Advisor TauntonExisiting client bank and support to grow client bankChartered Status or working towardsOpportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.Outline of the RoleTake on existing review clients and maintain client relationshipsWork with a dedicated team for client support and collaborate on the continuous development of advice and investment propositionsOffer support and guidance in investment planning, pension and insurance.Financial Planner Requirements:Qualified to level 4 CII Regulated Diploma in Financial PlanningIdeally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulationsOffice based in DevonMinimum 3 years experience in a Financial Advice business with exceptional organisational and planning skillsExcellent written and verbal communication, numeracy skills, and a proactive, innovative mindsetExperience in the financial advice process and a passion for collaboration and interaction with othersBenefitsAnnual salary dependent on experience and chartered statusPension and PMIFree parking25 days holiday plus Bank Holidays.Full back office supportTPBN1_UKTJ

Created: 2025-12-16