Financial Planner
Share
Job Location:
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Financial Planner
Truro CircaBonus Permanent
This firms wealth management division is integrated closely with its tax and accountancy practice providing a high-quality stream of internal referrals and a sophisticated client base. They are looking for a Financial Planner in Truro who values deep long-term relationships over high-volume transactional this role you arent just a product provider; you are a trusted advisor working alongside other service lines to deliver joined-up financial strategies for entrepreneurs retirees and high-net-worth families across Cornwall.
The Role
Lead the financial planning relationship for a portfolio of private clients business owners and trustees.
Conduct comprehensive financial reviews covering investment management retirement planning IHT mitigation and protection.
Work collaboratively withteams to ensure clients financial plans are structurally and tax-efficient.
Prepare and present high-quality suitability reports and financial cash-flow models that bring a clients future goals to life.
Contribute to the growth of the Truro office by identifying opportunities within the existing client base and developing external professional connections.
About You
Diploma Status (Level 4) is essential with a clear commitment to achieving Chartered status (Level 6) if not already held.
Proven experience as a Financial Planner or Adviser within a professional services or independent boutique environment.
Technically strong across pensions investments and tax-efficient wrappers.
An empathetic articulate communicator who can simplify complex financial concepts for clients at different stages of their lives.
Highly organised and comfortable working as part of a multi-disciplinary team of accountants and tax specialists.
Why This Role
This is a rare opportunity to join a firm where the silo mentality doesnt exist. You will have the backing of a respected brand and a consistent flow of high-quality leads from the tax and audit departments allowing you to focus on advice rather than cold prospecting. The firm offers a transparent bonus structure and a genuine career path into senior leadership. For a Planner looking for a professional stable and technically interesting environment in the heart of Cornwall this is a standout move.
