About this role
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 commissionNo client bank requiredQualified leads and existing clients providedDedicated paraplanning and administrative supportClear career progression and ongoing professional developmentFriendly, 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
Diploma qualified (DipPFS, DipFA or equivalent).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.