Job Description Financial Planning Consultant
Taunton
Competitive salary and a great range of benefits
We are seeking a Financial Planning Consultant for a thriving firm with offices across the South West. This role focuses on managing a diverse portfolio of clients and providing holistic financial advice across investments, pensions, protection, and trusts.
The Role of Financial Planning Consultant:
Advise clients holistically across all financial planning areas.
Manage and develop client relationships with support from Paraplanners and Sales Administrators.
Foster relationships with professional connections to bring on new clients.
Contribute to business growth through networking and relationship-building.
The ideal Financial Planning Consultant:
Commercially focused with experience in a fee-based environment.
Chartered status or the ability to achieve it within 12-18 months.
Strong networking skills to develop business opportunities.
Presentation and public speaking skills.
Experience using Intelligent Office (IO) and paperless systems.
What’s on Offer:
Competitive salary with annual reviews.
Hybrid working model.
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