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:
1. Competitive salary with annual reviews.
2. Hybrid working model.
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