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Independent Financial Advisor

Job in Taunton, Somerset County, TA1, England, UK
Listing for: JDR Recruitment
Contract position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Independent Financial Advisor – Taunton, Somerset

Location: Taunton, TA1

Contract type: Permanent

Hours: Monday to Friday, 9:00am‑5:00pm

Start date: Immediate

Responsibilities
  • Give clients knowledgeable and tailored advice regarding their finances
  • Maintain current client relationships and review their needs on a regular basis
  • Build new client relationships
  • Ensure you remain knowledgeable on any changes to FCA regulations
Benefits
  • Permanent contract
  • Training provided
  • Free onsite parking
  • Company pension
  • Friendly environment
Qualifications & requirements
  • Previous experience – self‑employed or in practice
  • Level 4 Diploma in Financial Advising
  • Statement of professional standing
  • Immediate availability and looking for permanent work
  • Can travel to and from Taunton at advertised shift times

We are an equal opportunities employer and welcome applications from individuals of all backgrounds. We are committed to creating an inclusive environment where everyone feels valued and respected.

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