Consultant, financial planning Work, Jobs in Sidmouth, Dev (with Salaries)

Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
WCWE Regional Planning Manager
South West Water —Exeter
- £50,000 - £55,000 a year
- Engineering
- Project management
- Organisational skills
12d
Hybrid Property Consultant
PLG Consultants —Newton Abbot
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Administrative experience
Quick apply
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Sales Consultant
Sportsman Gun Centre —Exeter
- From £30,000 a year
- Full-time
- Sales
- Customer service
- English
- Employee discount
Quick apply
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Major Capital PMO Support Officer
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
BNG Consultant
AECOM —Exeter
- Full-time
- Hybrid work
6d
Practice Manager
The South Lawn Medical Practice —Exeter
- £42,000 - £47,500 a year
- Full-time
- Management
- Human resources
- Leadership
- Free parking
- Sick pay
Quick apply
5d
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Recruitment Consultant
TBC —Taunton
- £27,000 - £32,500 a year
- Full-time
- No experience needed
- Free parking
- Annual leave
Buyer
JN Bentley —Exeter
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Office
- Analysis skills
Quick apply
5d
Finance Officer
Clifford Estate Company Ltd —Newton Abbot
- From £32,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
3d
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay
Graduate Operations Manager
Network Plus —Exeter
- £30,000 a year
- Microsoft Word
- Microsoft Excel
- IT
Quick apply
8d
Recruitment Consultant - Veterinary - USA (UK Team)
Global Veterinary Careers —Exeter
- £27,000 - £36,000 a year
- Full-time
- Sales
- Bachelor's degree
- In-person
- Free parking
- Annual leave
Quick apply
2d
QA Manager
Torbay Pharmaceuticals —Paignton
- Full-time
- Communication skills
- Work from home
Quick apply
4h
Finance Business Partner
LiveWest —Clyst Honiton
- £36,700 - £40,700 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
2d

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Consultant, Financial Planning

Albert Goodman LLP
Taunton

Apply Now

Job details

Benefits

Cycle to work scheme
Company pension
Employee assistance programme
Private medical insurance
Paid volunteer time
Car scheme

Qualifications

Public speaking

Full job description

The role

We’re looking for a Consultant to join our Financial Planning team, based in our Taunton office, supporting clients across the wider region.

This is a client-facing role with a strong emphasis on building long-term relationships. You’ll take responsibility for managing your own portfolio, providing thoughtful, holistic financial advice tailored to each client’s individual circumstances and aspirations.

You’ll be supported by a dedicated team of Paraplanners and Client Services Associates, allowing you to focus your time on delivering high-quality advice and maintaining meaningful client relationships.

Alongside your client work, you’ll play an important role in the wider business, developing strong connections with our accountancy Partners and other professional contacts. Through these relationships, you’ll help create opportunities to introduce new clients to the firm and contribute to the continued growth of our Financial Planning offering.

What we need from you

A commercial focus, with experience in a fee based environment and working amongst professional connections
Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
A love of networking in order to develop the business and team
Professionalism, and ideally experience of building relationships with introducers both inside and outside of a firm
Presentation and public speaking skills
Experience of using Intelligent Office (IO) client database/back office and paperless office systems
The ability to deal with e-commerce and paperless technology

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

28 days holiday which increases with length of service. Plus the option to buy and sell holiday
An annual salary review
Group pension scheme
A Level 1 Medicash Plan provided to all employees
Life assurance, which includes access to a smart health app
An employee assistance programme for you and your family
One volunteering day per year
Cinema society discounts
GymFlex discounts
Bupa private medical insurance available
Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued, and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!

No 1 accountancy firm to work for in the uk 2022.

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Best accountancy firm to work for in the uk 2022.

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Refine Your Search

consultant, financial planning jobs in sidmouth, dev

Consultant, Financial Planning

WCWE Regional Planning Manager

Hybrid Property Consultant

Regional Operations Manager Specialist Division

Travel Sales Consultant

Technical Administrator

Sales Consultant

Financial Planning Administrator

Major Capital PMO Support Officer

BNG Consultant

Practice Manager

Senior Financial Planning Assistant

Recruitment Consultant

Buyer

Finance Officer

Account Executive

Graduate Operations Manager

Recruitment Consultant - Veterinary - USA (UK Team)

QA Manager

Finance Business Partner

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