About

Are you a driven, confident, proactive and experienced Level 4 qualified Financial Adviser, looking to further progress your career working for a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The firm is growing rapidly and offers a dynamic fast paced environment to work in. Supporting and working with existing clients, majority between Taunton & BristolWhat's on offer As an experienced Financial Adviser you will receive:Starting salary of up to - £65,000 with generous bonus schemeGenerous contributory PensionCompetitive holiday allowance4x salary Life assuranceFlexible benefits packageEmployee Assistance Programme.Ongoing training, support and development.The Role Responsibilities :Key responsibilities for a Financial Adviser will include:· Providing clients with holistic financial advice.· Design bespoke financial plans for each client.· Understanding the clients goals and aspirations.· Gaining referral business from existing clients.· Identifying and closing new business.· Keep accurate client records.· Review all clients in line with company policy and the consumer duty directive.Who are we looking for?Experienced Financial Adviser (min QCF Level 4 or equivalent)Confident, driven, proactive adviserStrong communicator and able to build excellent long term client relationshipsStrong commercial focusWhy should you apply?This is an exciting opportunity to work for a fast growing, dynamic firm, fully supported by a dedicated team, providing an excellent package, giving you the opportunity to build long term client relationships.