Consultant, financial planning Work, Jobs in North Petherton, Som (with Salaries)

Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay
Project Professionals Development Programme - Production Control
Vulcain Engineering Group —Bridgwater
- £32,000 - £38,000 a year
- Weekend availability
- SharePoint
- Communication skills
- Annual leave
- Employee assistance programme
5d
Project Professionals Development Programme
Vulcain Engineering —Bridgwater
- £32,000 - £44,000 a year
- Weekend availability
- Microsoft Excel
- SharePoint
- In-person
- Annual leave
- Employee assistance programme
Quick apply
2d
Project & Change Readiness Specialist - Central Operations
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Project management
- Employee discount
- Flexible schedule
Senior Professional Services Consultant (DV/eDV Cleared)
SEMplicity, Inc. —Taunton
- £550 - £600 a day
- Azure
- DevOps
- Java
Quick apply
Business Planning Project Manager (6 Month FTC)
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- IT
- Employee discount
- Flexible schedule
Construction Project Management – Graduate Scheme
Vulcain Engineering Group —Bridgwater
- £32,000 - £35,000 a year
- Weekend availability
- Engineering
- Project management
- Leadership
- Annual leave
- Employee assistance programme
5d
Junior Project Manager - Nuclear Construction
Assystem —Bridgwater
- Hybrid work
- Management
- Engineering
- English
- Annual leave
- Work from home
13d
Junior Project Manager - Energy
ALTEN —Bridgwater
- Full-time
- Military
- Engineering
- Master's degree
- Employee assistance programme
- Life insurance
Quick apply
Property Programme Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule
7d
Customer Sales Consultant - Toyota
SCC Toyota —Yeovil
- £27,300 - £50,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Health & wellbeing programme
- Employee discount
Quick apply
Retail Planning Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- IT
- Employee discount
- Flexible schedule
7d
Head of Customs Compliance, Helicopters UK
Leonardo UK Ltd —Yeovil
- £66,000 - £90,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Presentation skills
- Flexible schedule
- Referral programme
Project Manager
VINCI Construction —Bridgwater
- Hybrid work
- Project management
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Specialist Practitioner - CAMHS ED Service
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Full-time
- Nursing
- Annual leave
- Employee discount
Band 7 MSK Physiotherapy Hub Lead
Somerset NHS Foundation Trust —Bridgwater
- £49,387 - £56,515 a year
- Part-time
- Management
- Leadership
- Annual leave
- Employee discount
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Digital Trading Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Oracle
- Communication skills
- Employee discount
- Flexible schedule
Commercial Insurance Manager
Benefact Group —Taunton
- £45,000 a year
- Full-time
- Leadership
- Annual leave
- Sick pay
Insurance Consultant
Benefact Group —Taunton
- From £30,000 a year
- Monday to Friday
- Annual leave
- Sick pay

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consultant, financial planning jobs near north petherton, som

Account Executive

Benefact Group
Taunton

Apply Now

Job details

Permanent | Full-time
Up to £55,000 a year

Benefits

Annual leave
Company pension
Paid volunteer time
Sick pay

Qualifications

Certificate in Insurance

Full job description

Salary: Up to £55,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Taunton / Exeter / Gloucester

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for Account Executive's to join our Community Broking team in their South West offices.

We are always open to new talent and are seeking passionate and determined individuals to join our growing business across the above regions. We're looking for experienced Account Executives keen on delivering outstanding service and driving meaningful impact in the insurance sector. As an Account Executive, you'll lead client relationships, meet sales and renewal targets, and unlock new business opportunities through strategic reviews and expert advice, all in support of our wider growth strategy.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

What you'll be doing

Drive Sales & Growth - Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement.
Client Relationship Management - Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-sell opportunities.
Operational Excellence - Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning.
Collaborative & Professional Representation - Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums.

What you'll need to have

Expert knowledge of and proven experience within the UK Commercial Insurance Industry, specifically within a new business focused role
Commercial acumen with a track record of delivering profitable growth.
Cert CII qualification (or qualified by experience)

What makes you stand out

Diploma in Insurance

What we offer

28 days annual leave plus bank holidays
Your birthday off
Group Personal Pension
Bonus scheme
A holiday buy scheme
An array of health and wellbeing benefits, company cash plan, income protection and life assurance
Enhanced sick pay and parental leave
Support and funding toward study and professional qualifications
Paid time off for volunteering

Hear from the hiring manager

"Having experienced significant growth across the South West and South Wales regions since our formation in 2021, Lloyd & Whyte Community Broking is now looking to further accelerate business development by welcoming skilled Account Executives to our expanding team in both areas. This is an exciting time to join us, as we continue to build momentum. So if you're a commercially minded professional, eager to advance your insurance career, we’d be delighted to hear from you."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

Directory of Social Change’s UK Guides to Company Giving 2017-26

Apply Now

Refine Your Search

consultant, financial planning jobs in north petherton, som

Account Executive

Project Professionals Development Programme - Production Control

Project Professionals Development Programme

Project & Change Readiness Specialist - Central Operations

Senior Professional Services Consultant (DV/eDV Cleared)

Business Planning Project Manager (6 Month FTC)

Construction Project Management – Graduate Scheme

Junior Project Manager - Nuclear Construction

Junior Project Manager - Energy

Property Programme Manager

Customer Sales Consultant - Toyota

Retail Planning Manager

Head of Customs Compliance, Helicopters UK

Project Manager

Specialist Practitioner - CAMHS ED Service

Band 7 MSK Physiotherapy Hub Lead

Trainee Paraplanner

Digital Trading Manager

Commercial Insurance Manager

Insurance Consultant

I want to receive the latest job alerts for consultant, financial planning in north petherton, som

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