Employed Independant Financial Advisor

CAP Resourcing LTD; Taunton; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Bonus and commission

Leads provided

Paraplanning support

Career progression

Office in Taunton

Job summary

CAP Resourcing LTD is partnering with an award-winning financial planning firm in Taunton, seeking a qualified Financial Adviser for an employed role focused on delivering exceptional advice.

You’ll work with a steady flow of qualified leads and an established client portfolio, with dedicated paraplanning and admin support, and no requirement to bring your own clients. A collaborative, family-feel culture and clear career progression are on offer.

Qualifications

• Experience advising clients on pensions, investments and protection.
• Excellent communication and relationship-building skills.
• Team player who values collaboration and puts clients first.

Responsibilities

• 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.

Skills

Communication skills

Client relationships

Financial advice

Team player

Education

CAS SPS

Job description

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 commission
• No client bank required
• Qualified leads and existing clients provided
• Dedicated paraplanning and administrative support
• Clear career progression and ongoing professional development
• Friendly, 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

• 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.