Are you a qualified Financial Planner looking for a role that offers both professional challenge and real flexibility? We're looking for a Level 4 qualified planner to join our team in Taunton.
At Tuckers Legal & Financial Services Ltd, we've built our reputation on clear advice, personal service, and long-term client relationships. We value people as much as we value professionalism, and we understand the importance of work-life balance. Whether you're looking for full-time or part-time hours, we'll work with you to make it fit.
What you'll be doing:
* Preparing high-quality suitability reports and technical documentation
* Researching financial products, providers, and strategies to support advisers
* Assisting with client files, ensuring compliance and accuracy throughout
* Working closely with advisers and administrators as part of a collaborative team
* Maintaining up-to-date knowledge of industry changes and CPD requirements
What we're looking for:
* Level 4 Diploma in Financial Advice (or equivalent)
* A friendly approach with excellent communication skills
* The ability to work independently while contributing to a supportive team
* A flexible and proactive mindset
What we offer:
* Competitive salary package (£32-£38k pro rata, dependant on experience)
* Flexibility with hours – full-time or part-time options available to suit you
* A friendly, supportive office environment where you'll feel valued
* Ongoing professional development and career progression opportunities
If you'd like to join a firm where your expertise is valued and your work-life balance respected, we'd love to hear from you.
Job Type: Part-time
Pay: £32,000.00-£38,000.00 per year
Expected hours: 14 – 26 per week
Benefits:
* Company pension
* Flexitime
* Free parking
* On-site parking
Work Location: In person