Financial Planner Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions. The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported. Salary & Benefits: £50,000 - £60,000 per annum £50,000 starting salary £60,000 available for candidates with Chartered status For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band The overall package is negotiable Health insurance Company pension scheme Ongoing professional development and career growth opportunitiesKey Responsibilities: Review and evaluate client's financial documents including income, expenses, and liabilities Provide tailored advice on pensions, insurance, and investment planning Deliver annual review meetings and maintain long-term client relationships Monitor client's needs and adjust plans as required Present and pr...