Financial Advisor

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.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 xjdpvnf 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 organPlease click on the apply button to read the full job description

Created: 2025-12-13