& planners Work, Jobs in Yeovil, Som (with Salaries)

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
Fleet Operations Coordinator
Abri —Yeovil
- Up to £31,565.60 a year
- Part-time
- Hybrid work
- Customer service
- Maintenance
- Organisational skills
4d
Visitor Experience Manager
The Tank Museum —Bovington Camp
- £37,000 - £40,500 a year
- Full-time
- Hybrid work
- Customer service
- Project management
- IT
Quick apply
Executive Administrator (20 to 25 hours per week)
Albert Goodman LLP —Taunton
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
10d
Modern Workplace Consultant - Yeovil
Arc —Yeovil
- £80,000 - £95,000 a year
- Hybrid work
- Azure
- Customer service
- Microsoft Office
Project Planner
TCi (GB) Ltd —Bridgwater
- Full-time
- Microsoft Office
- Organisational skills
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
4d
Assistant Manager or Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Management
- Organisational skills
- Communication skills
- Employee assistance programme
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
MEH Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- Construction
- Communication skills
- Employee discount
Planning Engineer
Cooper Moss Rutland —Bridgwater
- Full-time
- Continuous improvement
- Employee discount
Project Manager (Regional Design Lead)
Bridges Electrical Engineers —Midsomer Norton
- Full-time
- Leadership
- Communication skills
- Employee discount
- Referral programme
Quick apply
Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- No degree
- Construction
- Employee discount
Accounts Semi Senior, Charities
Albert Goodman LLP —Taunton
- Part-time
- Hybrid work
- Employee assistance programme
Insolvency Administrator or Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Planner/Senior Planner
Kier Group —Taunton
- Full-time
- Hybrid work
- Contracts
- Mechanical knowledge
Project Manager
TCi (GB) Ltd —Bridgwater
- Full-time
- Project management
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
Project Planner
Bridges Electrical Engineers —Midsomer Norton
- Full-time
- Hybrid work
- Project management
- Contracts
- Employee discount
- Referral programme
Quick apply
Construction Planner
Assystem —Bridgwater
- Hybrid work
- Engineering
- English
- Construction
- Annual leave
- Work from home
Planner (Commissioning)
Assystem —Bridgwater
- Hybrid work
- Microsoft Excel
- Engineering
- Construction
- Annual leave
- Flexible schedule
Mechanical Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- Construction
- Communication skills
- Mechanical knowledge
- Employee discount

I want to receive the latest job alerts for & planners in yeovil, som

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trainee / Associate Financial Planner

Fort Financial Planning Ltd
Sherborne

Quick apply

Job details

Permanent | Full-time
£35,000 - £50,000 a year

Benefits

Health & wellbeing programme
Employee mentoring programme
Flexitime
Company pension
Work from home
Company events
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Microsoft Office
Organisational skills
IT
Financial services
Communication skills

Full job description

Trainee / Associate Financial Planner

This is an exciting opportunity for an ambitious Trainee / Asscoiate Financial Planner to join a highly qualified, fully accredited financial planning firm at an exciting point in our growth. Our purpose is simple yet powerful: to have a positive and lasting influence on our clients and their families, helping them live their best lives with clarity, confidence and peace of mind.

As a Trainee / Associate Financial Planner, you will work closely with a Lead Financial Planner, supporting the delivery of truly personal, values-led financial plans that put people first.

Through a structured development programme, you will play an integral role in client relationships, plan construction, research and ongoing reviews - gaining deep exposure to every aspect of high-quality financial planning. This is a supported pathway designed to equip you with the technical expertise, confidence and judgement needed to step into a Lead Financial Planner role.

Our firm is built on long-term, multigenerational relationships. We go beyond numbers, taking the time to understand what matters most to each client and their family, and building plans that adapt as life evolves.

You will be part of a collaborative, forward-thinking team that values integrity, empathy and excellence — a team where your contribution genuinely matters and every interaction matters.

Joining us now means becoming part of a strong growth phase, with clear opportunities for progression, mentorship and professional development. If you are passionate about making a meaningful difference in people’s lives and are motivated by a career with purpose and momentum, this role is your foundation for a rewarding future in financial planning.

Please do review the Job Profile below and then send a covering letter and your CV to [email protected]

We look forward to hearing from you.

Job Profile

Summary of Role

As a Trainee / Associate Financial Planner, you will play a meaningful role in the lives of our clients, supporting them throughout their financial planning journey with consistency, care and precision. Working closely with a Lead Financial Planner, you will contribute to the delivery of truly personal, values-led financial plans that put people first - helping clients achieve clarity, confidence and peace of mind about their financial futures. You will develop deep client relationships, work towards further professional qualifications, and build the experience and judgement needed to grow within the firm.

Key Responsibilities

* Build and nurture long-term client relationships: Support Senior Financial Planners in communicating financial strategies, delivering ongoing advice, and ensuring every client interaction reflects our commitment to putting people first.

* Conduct research and analysis: Carry out detailed analysis of clients’ financial positions, including existing investments, retirement provisions and protection policies, to inform meaningful and well-grounded planning recommendations.

* Prepare and deliver client meetings: Supporting a Lead Financial Planner in preparing and delivering client meetings, while you build the knowledge and understanding of FFP’s approach and standards, to eventually deliver your own tailored and purposeful comprehensive client meetings.

* Contribute to financial plan development: Assist in building tailored financial plans and solutions that genuinely reflect clients’ goals, values and circumstances, ensuring their financial planning objectives are met with care and clarity.

* Develop and apply technical expertise: Begin advising clients on investment solutions, tax planning strategies and protection needs, always acting in their best interests and in line with their broader financial objectives.

* Maintain compliance standards: Ensure all client advice and documentation is accurate, up to date and fully compliant with regulatory requirements, upholding the high professional standards our clients trust us to maintain.

* Commit to ongoing professional development: Actively pursue and record continuing professional development, working towards further qualifications as part of a structured pathway designed to support your long-term growth within the firm.

* Collaborate across the team: Work closely with colleagues across the team to ensure a joined-up, consistent experience for every client - contributing to a culture where every interaction matters.

Person Specification

* Qualifications: THIS IS A KEY REQUIREMENT FOR THIS ROLE

Minimum Level 4 Diploma in Financial Planning, with a commitment to working towards chartered status and Level 7 CFP.

* Communication skills: Strong written and verbal communication, with the ability to engage confidently with clients and colleagues alike - conveying complex information with clarity and empathy.

* Organisational skills: Able to manage multiple tasks and prioritise effectively, maintaining accuracy and professionalism under pressure.

* Attention to detail: A meticulous approach to client documentation and correspondence, reflecting the care and precision our clients deserve.

* IT literacy: Proficiency with financial planning software (e.g. Prestwood/Truth, Intelliflo) and Microsoft Office suite.

* Client-first mindset: A genuine commitment to delivering outstanding service and making a positive difference in clients’ lives - living our belief that every interaction matters.

Please do get in touch with us with your covering letter and CV to [email protected]

Pay: £35,000.00-£50,000.00 per year

Benefits:

Company events
Company pension
Employee mentoring programme
Flexitime
Health & wellbeing programme
Life insurance
On-site parking
Sick pay
Work from home

Work Location: In person

Quick apply

Refine Your Search

& planners jobs in yeovil, som

Trainee / Associate Financial Planner

Fleet Operations Coordinator

Visitor Experience Manager

Executive Administrator (20 to 25 hours per week)

Modern Workplace Consultant - Yeovil

Project Planner

Assistant Manager or Manager, Quality, Risk & Compliance

Bookkeeper (Technician), Outsourced Finance

MEH Area Planner

Planning Engineer

Project Manager (Regional Design Lead)

Area Planner

Accounts Semi Senior, Charities

Insolvency Administrator or Senior Insolvency Administrator

Planner/Senior Planner

Project Manager

Project Planner

Construction Planner

Planner (Commissioning)

Mechanical Planner

I want to receive the latest job alerts for & planners in yeovil, som

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected