Financial Planner (3215)

Up to £60k DOE | Hybrid Working | Minehead  

An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients based on trust, transparency, and expertise.

Role:

This is a superb opportunity for an experienced adviser or reviewer to step into an employed role, inheriting a warm and loyal client bank with a healthy pipeline of leads and growth opportunities. With assets under management of at least £30 million, the successful candidate will deliver exceptional service to existing clients while nurturing new relationships through referrals and professional connections.

Responsibilit...