Consultant, financial planning Work, Jobs in Somerset (with Salaries)

Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Public Health Specialist
Somerset Council —Taunton
- £33,060 - £55,101 a year
- Part-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Master's degree
- Annual leave
6d
Project Manager
Mactech Energy Group —Bridgwater
- £433.03 - £602.48 a day
- Project management
- Organisational skills
- Contracts
12d
Operations Administrator
Positive Wealth Creation Ltd —Burnham-on-Sea
- £30,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Financial services
Quick apply
8d
Cost Analyst
Assystem —Bridgwater
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- English
- Annual leave
- Work from home
7d
Public Health Intelligence Analyst
Somerset Council —Taunton
- £32,597 - £36,363 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Annual leave
Financial Planner
Partnership Recruitment —Shipham
2d
Compliance Lead
BRC Jobs —Taunton
- Full-time
Quick apply
Executive Administrator (20 to 25 hours per week)
Albert Goodman LLP —Taunton
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
5d
Finance Specialist
GXO Logistics —Bridgwater
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
Modern Workplace Consultant - Yeovil
Arc —Yeovil
- £80,000 - £95,000 a year
- Hybrid work
- Azure
- Customer service
- Microsoft Office
Finance Analyst
Agratas —Bridgwater
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- ERP systems
- Analysis skills
- Free parking
- Employee discount
Quick apply
Business Development Consultant
Benefact Group —Taunton
- From £28,000 a year
- Full-time
- Annual leave
- Sick pay
9d
Mechanical Planning Engineer - M&E
Assystem —Bridgwater
- Hybrid work
- Microsoft Excel
- Oracle
- Engineering
- Annual leave
- Work from home
Travel Consultant - Yeovil Middle St
Hays Travel —Yeovil
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
- Employee discount
13d
Customer Service Officer
Leonardo UK Ltd —Yeovil
- £44,000 - £50,000 a year
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Flexible schedule
- Referral programme
12d
GU and HIV Consultant
Somerset NHS Foundation Trust —Taunton
- £113,565 - £150,569 a year
- Part-time
- Doctoral degree
- Leadership
- Communication skills
- Annual leave
- Employee discount
6d
Restorative Dentistry Consultant
Somerset NHS Foundation Trust —Taunton
- £109,725 - £145,478 a year
- Full-time
- Annual leave
- Employee discount
Business Planning Project Manager (6 Month FTC)
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- IT
- Employee discount
- Flexible schedule

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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 somerset

Consultant, Financial Planning

Regional Operations Manager Specialist Division

Public Health Specialist

Project Manager

Operations Administrator

Cost Analyst

Public Health Intelligence Analyst

Financial Planner

Compliance Lead

Executive Administrator (20 to 25 hours per week)

Finance Specialist

Modern Workplace Consultant - Yeovil

Finance Analyst

Business Development Consultant

Mechanical Planning Engineer - M&E

Travel Consultant - Yeovil Middle St

Customer Service Officer

GU and HIV Consultant

Restorative Dentistry Consultant

Business Planning Project Manager (6 Month FTC)

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

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