About this role
Job Title: Financial Adviser
Industry: Financial Services
Location: Taunton
Salary: Up to £75,000 + Bonus
Job Ref:10479
Job Description:
An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Taunton.
This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.
This is a growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.
You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable.
Your responsibilities include:
Providing fully independent financial advice and personalised recommendationsManaging, developing, and retaining a portfolio of clientsCollaborating closely with internal support teams to deliver exceptional serviceWorking flexibly across home and local office environments to best meet client needs What’s in it for you:
Competitive starting salary up to £75,000 basicHighly achievable validation Attractive bonus scheme New business driven, able to utilise network and company support to generate clientExcellent benefits package, including:Salary sacrifice options on Private Medical Insurance (PMI)Death in Service (DIS)25 days holiday + BH and PensionStudy and professional development support Paraplanning, Compliance, and Admin supportHybrid and flexible working options – home and office-based balance Skills and experience required
Diploma (Dip PFS) or equivalent Level 4 qualification (minimum)At least 1 year’s experience in providing financial adviceProven ability to build and maintain trusted client relationshipsA proactive, client-focused approach with strong communication skills This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.