Consultant, Financial Planning

Consultant, Financial Planning 

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!