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Independant Financial Advisor

Job in Taunton, Somerset County, TA1, England, UK
Listing for: CAP Resourcing LTD
Contract position
Listed on 2026-09-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 GBP Yearly GBP 65000.00 YEAR
Job Description & How to Apply Below
Position: Employed In dependant Financial Advisor

Are you a qualified Financial Adviser looking for an employed role where you can focus on delivering exceptional advice, not chasing new business?

We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With a steady flow of qualified leads and an established client portfolio, you'll have everything you need to succeed, without the pressure of bringing your own clients.

This is a business that genuinely values collaboration. With a supportive, family feel culture and a true team first approach, you'll be joining a firm where people enjoy coming to work and success is shared.

What's in It for You?
  • Up to £65,000 basic salary (DOE)
  • Uncapped bonus and commission
  • No client bank required
  • Qualified leads and existing clients provided
  • Dedicated paraplanning and administrative support
  • Clear career progression and ongoing professional development
  • Friendly, collaborative team and modern offices in Taunton
The Role
  • Provide independent financial advice across pensions, investments and protection.
  • Build long-term relationships with new and existing clients.
  • Create tailored financial plans to meet clients' goals.
  • Maintain FCA compliance and deliver exceptional client outcomes.
What We're Looking For
  • Current or recent Competent Adviser Status (CAS) and a valid SPS.
  • Experience advising clients on pensions, investments and protection.
  • Excellent communication and relationship-building skills.
  • A team player who values collaboration and puts clients first.

If you're looking for a supportive environment where you can concentrate on what you do best, helping clients achieve their financial goals, we'd love to hear from you.

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