Financial Advisor

Service Care Solutions; Taunton; On-site; GBP 35,000 - 40,000; Full time

Job summary

A reputable financial advisory group in South West England is seeking an experienced Financial Advisor to provide high-quality financial advice while maintaining strong client relationships. The role focuses on servicing existing clients and does not involve heavy sales. Ideal candidates are Level 4 Diploma qualified and possess excellent communication skills. Competitive salary with hybrid working arrangements is offered.

Benefits

£250 referral bonus

Qualifications

• Experience providing financial advice to an established client base.
• Strong understanding of pensions, investments, and protection products.
• Ethical and client-focused with a commitment to service.

Responsibilities

• Deliver tailored financial advice across pensions, investments, and protection.
• Conduct regular client reviews to ensure financial plans remain suitable.
• Maintain strong client relationships through proactive communication.

Skills

Holistic financial advice

Relationship management

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS) or Financial Advice (DipFA)

Job description

Financial Advisor
Location: South West England
Contract: Permanent, Full-Time
Salary: £35,000 - £40,000 per annum (DOE)
Start Date: Flexible
Contact: [url removed]
Working Arrangements: Hybrid following probation

Job Description

Service Care Solutions are recruiting for an experienced Financial Advisor to join a reputable and growing Financial Advisory group in South West England. This role focuses on servicing an existing client bank, providing high-quality financial advice and maintaining long-term relationships. You'll have the opportunity to make a real impact—helping clients achieve their financial goals while being fully supported by an experienced paraplanning and admin team. This is not a hunting or sales-heavy role — it's ideal for an advisor who enjoys delivering quality, compliant advice and building lasting client trust.

Key Responsibilities

• Deliver tailored financial advice across pensions, investments, and protection to an established client base.
• Conduct regular client reviews to ensure financial plans remain suitable and effective.
• Maintain strong client relationships through proactive communication and excellent service delivery.
• Collaborate with paraplanners and administrators to ensure accurate and efficient case management.
• Stay up to date with market, regulatory, and product developments to provide informed advice.

Candidate Criteria

• Level 4 Diploma qualified in Regulated Financial Planning (DipPFS) or Financial Advice (DipFA)
• Demonstrable experience providing holistic financial advice to a client bank.
• Strong technical understanding of pensions, investments, and protection products.
• Excellent communication and relationship management skills.
• Ethical, client-focused, and committed to delivering outstanding service.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed). Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed