Financial Advisor

Financial Advisor – Taunton

Base pay range – £65k, plus inheritance book and extremely high bonus.

We’re looking for a self‑motivated Financial Adviser with a passion for the industry. The role offers the opportunity to inherit a book of clients and benefit from fully remote and flexible working.

As a Financial Advisor, you will:

• Provide financial advice to high‑net‑worth or mass‑affluent clients.
• Maintain strong client relationships and adopt a tech‑forward mindset.
• Support the growth of the practice by leveraging your experience and network, particularly in the medical sector.
• Operate independently in a hybrid working model.

• Experience serving high‑net‑worth or mass‑affluent clients.
• Strong communication skills energized by a client‑first approach.
• Experience or network in the medical sector (ideal).
• Highly self-driven and comfortable with a hybrid working model.

• Established portfolio of loyal, high-value clients.
• 28 days annual leave plus bank holidays.
• Flexible hybrid working model with regional support.
• A growth‑oriented environment led by a progressive leadership team.

• Location:
  
  Taunton, Somerset – local residence required.
• Seniority level:
  Mid‑Senior.
• Employment type:
  
  Full‑time.
• Job function:
  Product Management and Project Management.

Contact:
Samantha Durbridge – samantha