Independant Financial Advisor
Listed on 2026-09-02
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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
- 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.
- 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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