Financial Planner

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first.

This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients.

As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it.

The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions.

This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen.

This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers.

Financial Planner Requirements

• Essential: Level 4 Diploma in Financial Planning or equivalent
• Essential: Experience delivering full financial planning and ongoing reviews
• Essential: Use of cashflow modelling within advice
• Desirable: Chartered or working towards
• Desirable: Experience growing a client bank through referrals

The Company

A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development.

Financial Planner Benefits

• Salary circa -70,000 to -90,000 depending on experience
• OTE -100,000+
• Monthly bonus on all new business written
• Additional tiered annual incentive
• Salary increases linked to recurring income growth
• Comprehensive back office and technology support
• Private medical insurance, life assurance, income protection, medicash
• 28 days holiday plus bank holidays
• Mileage reimbursement

Location

Taunton, Tiverton or Yeovil, with flexibility across the region.

Apply now to be considered for this Financial Planner job

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