Job Description

Are you a qualified Financial Planner looking for a role that offers both professional challenge and real flexibility? We're looking for a

Level 4 qualified planner

to join our team in Taunton.

At

Tuckers Legal & Financial Services Ltd

, we've built our reputation on clear advice, personal service, and long-term client relationships. We value people as much as we value professionalism, and we understand the importance of work-life balance. Whether you're looking for full-time or part-time hours, we'll work with you to make it fit.

What you'll be doing:

Preparing high-quality suitability reports and technical documentation Researching financial products, providers, and strategies to support advisers Assisting with client files, ensuring compliance and accuracy throughout Working closely with advisers and administrators as part of a collaborative team Maintaining up-to-date knowledge of industry changes and CPD requirements
What we're looking for:

Level 4 Diploma in Financial Advice (or equivalent)

A friendly approach with excellent communication skills The ability to work independently while contributing to a supportive team A flexible and proactive mindset
What we offer:

Competitive salary package (32-38k pro rata, dependant on experience) Flexibility with hours - full-time or part-time options available to suit you A friendly, supportive office environment where you'll feel valued Ongoing professional development and career progression opportunities
If you'd like to join a firm where your expertise is valued and your work-life balance respected, we'd love to hear from you.

Job Type: Part-time

Pay: 32,000.00-38,000.00 per year

Expected hours: 14 - 26 per week

Benefits:

Company pension Flexitime Free parking On-site parking
Work Location: In person