consultant, financial planning Work, Jobs in axminster, dev (with Salaries)

Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Customer Service Officer
Leonardo UK Ltd —Yeovil
- £44,000 - £50,000 a year
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Flexible schedule
- Referral programme
1d
Property Services Manager
SHAL Housing —Bridgwater
- £50,000 a year
- Full-time
- Hybrid work
- Maintenance
- Supervising experience
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
Non-Executive Director
SHAL Housing —Bridgwater
- £2,594 a year
- Hybrid work
Quick apply
Wellbeing Consultant
University of Exeter —Exeter
- From £43,482 a year
- Hybrid work
- University
- Communication skills
- Annual leave
Modern Workplace Consultant - Yeovil
Arc —Yeovil
- £80,000 - £95,000 a year
- Hybrid work
- Azure
- Customer service
- Microsoft Office
Business Planning Project Manager (6 Month FTC)
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- IT
- Employee discount
- Flexible schedule
7d
Team Leader - Financial Planning Support
Old Mill —Yeovil
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Personal Wealth Adviser
Lloyds Wealth —Taunton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
3d
CMMS Specialist (FTC)
ADM —Lopen
- Maintenance
- Communication skills
Trainee / Associate Financial Planner
Fort Financial Planning Ltd —Sherborne
- £35,000 - £50,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Health & wellbeing programme
- Flexitime
Quick apply
9d
Project Cost Consultant - Cornwall
Arcadis —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership
Finance Manager
Little Halstock Ltd —Beaminster
- £32,000 - £45,000 a year
- Part-time
- Travel
- Accounting
- Financial services
- Free parking
Quick apply
2d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Finance Analyst
EDF Energy —Bridgwater
- Hybrid work
10d
Property Manager
Warner Leisure Hotels —Cricket St Thomas
- £30,000 - £38,000 a year
- Full-time
- Hospitality
- Hotel
- Leadership
Junior Finance Analyst - 12 Month Fixed Term
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- No degree
- Employee discount
- Flexible schedule
8d
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
9d

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consultant, financial planning jobs near axminster, dev

Consultant, Financial Planning

Albert Goodman LLP
Taunton

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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.

Watch our careers video.

Best accountancy firm to work for in the uk 2022.

Apply Now

Refine Your Search

consultant, financial planning jobs in axminster, dev

Consultant, Financial Planning

Travel Sales Consultant

Customer Service Officer

Property Services Manager

Non-Executive Director

Wellbeing Consultant

Modern Workplace Consultant - Yeovil

Business Planning Project Manager (6 Month FTC)

Team Leader - Financial Planning Support

Personal Wealth Adviser

CMMS Specialist (FTC)

Trainee / Associate Financial Planner

Project Cost Consultant - Cornwall

Finance Manager

Financial Planning Administrator

Senior Financial Planning Assistant

Finance Analyst

Property Manager

Junior Finance Analyst - 12 Month Fixed Term

Financial Services Trainee Paraplanner

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