Chartered Financial Planner Financial Planner / Advisor Taunton
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Exisiting client bank and support to grow client bank
Chartered Status or working towards
Opportunity 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 Role Take on existing review clients and maintain client relationships
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements: Qualified to level 4 CII Regulated Diploma in Financial Planning
Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
Office based in Devon
Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits Annual salary dependent on experience and chartered status
Pension and PMI
Free parking
25 days holiday plus Bank Holidays.
Full back office support
TPBN1_UKTJ