Financial planner Work, Jobs in Cheddar, 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
11d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Financial Planning Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Work from home
Quick apply
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
IFA Administrator/Trainee Paraplanner
Dragon Financial Planning Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Sick pay
Quick apply
12d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
11d
Financial Planner
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Quick apply
Client Relationship Manager
Fort Financial Planning Ltd —Sherborne
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- IT
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
Team Leader - Financial Planning Support
Old Mill —Yeovil
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Paraplanner (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Paraplanner
Old Mill —Wells
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d

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Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
Assisting with the processing of applications, transactions and account queries. Liaising with clients, providers and colleagues in a professional and timely…
£21,840 - £27,300 a year
Quick apply
5h
Trainee / Associate Financial Planner
Fort Financial Planning Ltd —Sherborne
\* *Develop and apply technical expertise: *Begin advising clients on investment solutions, tax planning strategies and protection needs, always acting in their…
£35,000 - £50,000 a year
Quick apply
11d

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Trainee / Associate Financial Planner

Fort Financial Planning Ltd
Sherborne

Quick apply

Job details

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

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

financial planner jobs in cheddar, som

Trainee / Associate Financial Planner

Financial Planner

Financial Planning Administrator

Senior Financial Planner

IFA Administrator/Trainee Paraplanner

RBC Brewin Dolphin - Wealth Manager - West of England

Financial Planner

Client Relationship Manager

Team Leader - Financial Planning Support

Associate Director Financial Planning

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Paraplanner (Cardiff)

Consultant, Financial Planning

Paraplanner

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