Financial Planning Consultant

Cathedral Appointments

  • Somerset
  • Permanent
  • Full-time
  • 1 month ago
Competitive salary and a great range of benefits | Hybrid | TauntonThis prestigious and progressive firm of Chartered Accountants, Tax Consultants, and Financial Planners is recognised nationally for its quality of service and inclusive culture. With a client base of over 5,000 individuals and businesses, the firm is B Corp certified and has been named the Best Accountancy Firm to Work For in the UK (2022) and a World Class Place to Work (2024). The team thrives on collaboration, professional development, and making a positive impact in their communities.The RoleAn exciting opportunity has arisen for an experienced Financial Planning Consultant to join the Taunton office. This hybrid role focuses on delivering holistic financial advice to a wide-ranging portfolio, from business owners to high-net-worth individuals, across areas such as pensions, investments, protection, and trusts.You’ll be supported by a dedicated team of Paraplanners and Sales Support Administrators, allowing you to focus on strategic advice and business development. Building strong internal and external relationships will be key to your success.Responsibilities of the Financial Planning Consultant:
  • Manage and advise a portfolio of clients with a focus on holistic financial planning.
  • Develop new business through internal referrals and external professional connections.
  • Deliver high-quality, compliant financial advice and maintain strong client relationships.
  • Mentor junior staff and support continual improvement of advisory standards.
Requirements of the Planning Consultant:
  • Chartered status (or working towards this within 12–18 months).
  • Proven experience in a fee-based financial planning environment.
  • Strong networking, relationship-building, and presentation skills.
  • Competency in Intelligent Office (IO) and paperless technology systems.
Benefits:
  • Competitive salary with annual review
  • Minimum 25 days’ holiday (increasing with service) plus option to buy/sell
  • Hybrid working and flexible benefits
  • Professional subscriptions paid, plus pension scheme and life assurance
  • Access to health plans, smart health app, gym discounts, electric car and cycle schemes
  • Employee assistance programme and volunteering opportunities
If you’re a commercially astute, people-focused financial adviser ready to make your mark in a collaborative and future-facing firm, this could be the ideal next move.Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.Recruitment Consultant: Charlotte CokeRef: 10936

Cathedral Appointments