Financial Adviser

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 recommendations • Managing, developing, and retaining a portfolio of clients • Collaborating closely with internal support teams to deliver exceptional service • Working 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 basic • Highly achievable validation • Attractive bonus scheme • New business driven, able to utilise network and company support to generate client • Excellent benefits package, including: • Salary sacrifice options on Private Medical Insurance (PMI) • Death in Service (DIS) • 25 days holiday + BH and Pension • Study and professional development support • Paraplanning, Compliance, and Admin support • Hybrid 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 advice • Proven ability to build and maintain trusted client relationships • A 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.