Financial Planner

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.

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.

• Deliver personalised financial advice and annual review meetings, both in-office and at clients’ homes.
• Manage and develop an existing portfolio of clients while growing the client bank through referrals and professional networks.
• Provide holistic financial planning across pensions, investments, and protection, ensuring regulatory compliance and best practice.
• Collaborate closely with dedicated admin and paraplanning support to deliver a seamless client experience.

• Level 4 Diploma qualified (Chartered status advantageous – study support available).
• Proven track record in financial planning, client retention, and relationship management.
• Strong technical knowledge, communication, and analytical skills with a client-first approach.
• Ambitious, self-motivated professional seeking long-term development within a Chartered environment.

• Competitive salary up to £60,000 DOE, plus performance-related bonus (indicative 25–35%).
• Full-time employed position with free parking and comprehensive admin/paraplanning support.
• 25 days’ holiday plus Christmas closure, standard pension contributions (3% employer / 5% employee), and private medical insurance after 6 months.
• Continued professional development including funding towards Chartered status.

This is an outstanding opportunity for a professional Financial Planner to join a Chartered firm with a warm client base, robust support, and genuine career progression. If you’re ready to take your advisory career to the next level, apply today to discuss this confidential opportunity further.

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.

Jo Caine

11055