Financial Planner – Taunton
If you’re a financial planner who enjoys real client relationships, flexibility, and strong earning potential, this could be a great next step.
The basics:
*Location: Taunton
*Salary: £40,000 – £75,000 basic, plus uncapped earnings
*Existing client bank available from day one
*Office-based 2 days per week / remote working with client meetings as needed
You’ll be joining a forward-thinking, client-first wealth management firm that gives a financial planner the freedom to work flexibly while building long-term, trusted client relationships.
What you’ll be doing as a Financial Planner
*Creating clear, easy-to-understand financial plans tailored to each client’s goals
*Following the Six-Stage Advice Process to deliver high-quality outcomes
*Reviewing and updating client plans as legislation and products change
*Growing your client bank through referrals, introducers, networking and company leads
*Building strong, lasting relationships through regular meetings and reviews
*Producing detailed financial planning reports with full paraplanning support
*Meeting clients face-to-face, at their home or business, or virtually
This is a hands-on financial planner role where quality advice and client care really matter.
What you’ll bring
*Diploma in Regulated Financial Planning (or FCA-approved equivalent)
*A proven track record as a financial planner, growing and retaining a client bank
*Strong communication and relationship-building skills
*Confidence using technology and digital client tools
*A professional, client-first mindset
What’s on offer for the right Financial Planner
*Basic salary:
*£35k–£60k (Diploma)
*£55k–£75k (Chartered)
*£400 per month car allowance (employed option)
*Uncapped earnings — top financial planners earning £200k+, most reaching £100k+ within 2–3 years
*A ready-made client bank
*Full paraplanning, admin and marketing support
*Company-generated and self-generated leads, plus referral incentives
*Ongoing support to grow long-term income and client value
If you’re a financial planner ready to take your career — and your earnings — up a gear, this is well worth a conversation.
Get in touch today for a confidential chat.