About

Independent Financial AdviserTaunton (Hybrid working)£55,000 – £65,000 basic (DOE) + generous bonusAbout the companyThis is a well-established independent wealth management firm with a strong local presence and an excellent reputation. The business is known for delivering high-quality, truly independent advice and for putting clients at the heart of everything they do.As an Independent Financial Adviser, you’ll be joining a company that values long-term relationships, professional integrity and doing the right thing for clients. The firm is growing steadily and offers a supportive, professional environment with ongoing training and clear career development.The opportunityThis is an exciting opportunity for an Independent Financial Adviser to join a friendly, hand-picked team of professionals within a growing financial planning firm.From day one, the Independent Financial Adviser will be provided with an existing client bank, allowing you to focus on delivering excellent advice rather than sourcing business from scratch. You’ll be fully supported by experienced paraplanners and administrators, giving you more time to spend with clients.What you’ll be doingAs an Independent Financial Adviser, your responsibilities will include:Providing holistic, client-focused financial adviceCreating bespoke financial plans tailored to individual goalsBuilding strong, long-term client relationshipsDeveloping new business through referrals and professional connectionsIdentifying and closing new opportunitiesKeeping accurate and up-to-date client recordsReviewing clients in line with company policy and Consumer Duty requirementsRepresentin