Financial Planner

Financial PlannerOffice 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 and Benefits: 50,000 - 60,000 per annum 50,000 starting salary 60,000 available for candidates with Chartered statusFor those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary bandThe overall package is negotiableHealth insuranceCompany pension schemeOngoing professional development and career growth opportunitiesKey Responsibilities:Review and evaluate client''s financial documents including income, expenses, and liabilitiesProvide tailored advice on pensions, insurance, and investment planningDeliver annual review meetings and maintain long-term client relationshipsMonitor client''s needs and adjust plans as requiredPresent and promote financial products and services where appropriateCollaborate closely with colleagues across the ..... full job details .....