Chartered Financial Planner
* Financial Planner / Advisor Taunton
* 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
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