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

Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
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
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Systems Implementation Consultant (Finance)
IMP Software —Exeter
- Microsoft Excel
- Microsoft Office
- School
Quick apply
Business Development Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Master's degree
- Business development
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Senior Engagement Consultant
WSP —Exeter
- Part-time
- Hybrid work
- Management
- Flexitime
- Work from home
GBP 8170 Programme Assistant (Interdisciplinary Pathways)
University of Exeter —Exeter
- From £28,029 a year
- Hybrid work
- Microsoft Excel
- Customer service
- University
5d
Business Development Consultant
Benefact Group —Taunton
- From £28,000 a year
- Full-time
- Annual leave
- Sick pay
14d
Insurance Consultant
Benefact Group —Exeter
- From £35,000 a year
- Full-time
- Annual leave
- Sick pay
13d
Digital Solutions Engineer
Exe Squared Ltd —Exeter
- £30,000 - £50,000 a year
- Full-time
- DevOps
- Software development
- IT
- Free parking
- Health & wellbeing programme
Quick apply
4d
Document Controller
Tilbury Douglas —Exeter
- Full-time
- Microsoft Office
- Agile
- Annual leave
- Employee assistance programme
Protection Pricing Actuary
The Exeter —Exeter
- Full-time
- Presentation skills
- IT
- Communication skills
- Employee assistance programme
- Life insurance
13d
Document Controller (13484)
Tilbury Douglas —Exeter
- Full-time
- Microsoft Office
- Agile
- Annual leave
- Employee assistance programme
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Executive Administrator (20 to 25 hours per week)
Albert Goodman LLP —Taunton
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
10d
Planner / Scheduler
South West Water —Exeter
- £28,640 - £33,390 a year
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee discount
3d
Account Manager - Boots, Exeter
Revlon Corporate —Exeter
- Weekend availability
- Sales
- Customer service
- Communication skills
- Employee discount

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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 broadclyst, dev

Consultant, Financial Planning

Financial Services Trainee Paraplanner

Financial Planning Administrator

Travel Sales Consultant

Senior Financial Planning Assistant

Systems Implementation Consultant (Finance)

Business Development Manager

Technical Administrator

Senior Engagement Consultant

GBP 8170 Programme Assistant (Interdisciplinary Pathways)

Business Development Consultant

Insurance Consultant

Digital Solutions Engineer

Document Controller

Protection Pricing Actuary

Document Controller (13484)

Paraplanner

Executive Administrator (20 to 25 hours per week)

Planner / Scheduler

Account Manager - Boots, Exeter

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