Financial Advisor

IDEX Consulting; Taunton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Taunton is seeking an Independent Financial Advisor to join their expanding team. Ideal candidates should possess a Level 4 qualification and have a track record of delivering investment and pension advice. This role offers a flexible working environment and opportunities for growth within an established team.

Benefits

Hybrid/Flexi working

4 X DIS

3% pension contribution

28 days annual leave + bank holiday

Health cash back plan

Qualifications

• Level 4 qualification essential.
• Chartered status preferred.
• Experience in investment and pension advice.

Responsibilities

• Deliver investment and pension advice.
• Manage workload independently.
• Grow client base with support.

Skills

Strong communication skills

Business development capabilities

Highly organised

IT literate

Self-driven

Education

Level 4 qualification (DipPFS, DipFA, or CISI Level 4)

Chartered status (or working towards)

Tools

Intelligent Office (IO)

Job description

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 - [e-mail]

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