Financial Advisor

I'm working with a leading wealth management firm based in Taunton that's looking to welcome a Independent Financial Advisor to their expanding team. Following continued success, they're keen to hear from Financial Advisors with experience, ideally based locally to Taunton.

Requirements

• Level 4 qualification (DipPFS, DipFA, or CISI Level
  4) - essential
• Chartered status (or working towards) preferred
• Experience delivering investment and pension advice
• Experience with Intelligent Office (IO) is an advantage
• Highly organised, IT literate, and capable of managing workload independently
• Strong communication skills and business development capabilities
• Self-driven with an entrepreneurial mindset

Perks:

• Hybrid/Flexi working
• 4 X DIS
• 3% pension contribution
• 28 days annual leave + bank holiday
• Health cash back plan

This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.

Apply now - Samantha

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