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

Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Business Planning Project Manager (6 Month FTC)
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- IT
- Employee discount
- Flexible schedule
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Travel Consultant - Yeovil Middle St
Hays Travel —Yeovil
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
- Employee discount
Customs Compliance Operations Lead
Leonardo UK Ltd —Yeovil
- £53,000 - £70,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Presentation skills
- Flexible schedule
- Referral programme
Consultant Anaesthetist
Somerset NHS Foundation Trust —Yeovil
- £113,565 - £150,569 a year
- Full-time
- Doctoral degree
- Annual leave
- Employee discount
3d
Consultant Liaison Psychiatrist
Somerset NHS Foundation Trust —Yeovil
- £113,565 - £150,569 a year
- Full-time
- Doctoral degree
- Hospital
- Bachelor's degree
- Annual leave
- Employee discount
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
Operations & Development Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Management
- Analysis skills
- Presentation skills
- Employee discount
- Flexible schedule
Consultant Histopathology
Somerset NHS Foundation Trust —Yeovil
- £113,565 - £150,569 a year
- Part-time
- Management
- English
- Organisational skills
- Annual leave
- Employee discount
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
13d
Head of Export 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
Ambulance Operations Manager
St John Ambulance —Street
- Education
- Continuous improvement
- Employee assistance programme
- Employee discount
12d
Retail Sales Advisor - Yeovil
Oak Furnitureland —Yeovil
- £50,518 - £56,075 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
Customs Compliance Special Procedures Lead
Leonardo UK Ltd —Yeovil
- £53,000 - £70,000 a year
- Full-time
- Hybrid work
- Computer literacy
- English
- Microsoft Office
- Flexible schedule
- Referral programme
Lead Account Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Data analysis skills
- Leadership
- Negotiation
- Employee discount
- Flexible schedule
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
Finance Manager
Longpré Ltd —Bruton
- From £50,000 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
12d
Business Development Manager
Old Mill —Yeovil
- Full-time
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay

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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.

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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 yeovil, som

Consultant, Financial Planning

Business Planning Project Manager (6 Month FTC)

Regional Operations Manager Specialist Division

Travel Consultant - Yeovil Middle St

Customs Compliance Operations Lead

Consultant Anaesthetist

Consultant Liaison Psychiatrist

Head of Customs Compliance, Helicopters UK

Operations & Development Manager

Consultant Histopathology

Customer Sales Consultant - Toyota

Head of Export Compliance, Helicopters UK

Ambulance Operations Manager

Retail Sales Advisor - Yeovil

Customs Compliance Special Procedures Lead

Lead Account Manager

Major Capital PMO Support Officer

Finance Manager

Business Development Manager

Account Executive

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

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