Financial Planner - Office Angels : Job Details

Financial Planner

Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation.

This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions.

The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported.

Salary & Benefits:

• £50,000 - £60,000 per annum
  • £50,000 starting salary
  • £60,000 available for candidates with Chartered status
  • For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band
  • The overall package is negotiable
• Health insurance
• Company pension scheme
• Ongoing professional development and career growth opportunities

Key Responsibilities:

• Review and evaluate client's financial documents including income, expenses, and liabilities
• Provide tailored advice on pensions, insurance, and investment planning
• Deliver annual review meetings and maintain long-term client relationships
• Monitor client's needs and adjust plans as required
• Present and promote financial products and services where appropriate
• Collaborate closely with colleagues across the team
• Keep up to date with regulations, market practices, and new financial products

What We're Looking For:

• Excellent communication and presentation skills
• Strong attention to detail with the ability to think analytically
• A proactive learner with excellent problem-solving abilities
• Demonstrated experience building and maintaining client relationships
• Chartered status preferred (essential for top band salary)

Please apply or call and speak to the team or email

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.