Independent Financial Advisor

Cathedral Appointments Ltd; Taunton; Sur place; GBP 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Full paraplanning support

Compliance support

Professional development budget

Chartered status development

Résumé du poste

Cathedral Appointments Ltd recruiting on behalf of a well-established independent financial planning firm for an experienced Independent Financial Adviser to join its team in Taunton. You will look after an existing client bank while building new relationships, delivering independent, whole-of-market advice.

You will work with a paraplanning and administration team to plan for retirement, protect families and grow wealth, with long-term client relationships at the core.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Current Statement of Professional Standing
• Proven experience as a financial adviser
• Clean regulatory record
• Strong knowledge of pensions, investments and protection products
• Chartered status or Level 6 qualifications would be an advantage

Responsabilités

• Provide independent, whole-of-market advice on pensions, retirement planning, investments, protection and estate planning
• Manage and develop an existing client bank through regular reviews
• Generate new business through referrals, professional introducers and your own network
• Assess each client's objectives, attitude to risk and capacity for loss, and recommend suitable solutions
• Work with paraplanners to produce clear, compliant suitability reports
• Deliver good client outcomes in line with FCA requirements, including Consumer Duty

Formation

Level 4 Diploma in Regulated Financial Planning

Chartered status or Level 6 qualifications

Description du poste

£70,000 - £80,000 + OTE up to £130,000 | On-site | Taunton

Cathedral Appointments is recruiting on behalf of a well-established independent financial planning firm for an experienced Independent Financial Adviser to join its team in Taunton. The firm provides whole-of-market advice to private clients and is looking for an adviser to look after an existing client bank while building new relationships.

The Role

You will help clients plan for retirement, protect their families and grow their wealth, supported by an experienced paraplanning and administration team. The role suits a qualified adviser who puts long-term client relationships first and wants the earning potential that comes with growing a quality client base.

Responsibilities for the Independent Financial Adviser:

• Provide independent, whole-of-market advice on pensions, retirement planning, investments, protection and estate planning


• Manage and develop an existing client bank through regular reviews


• Generate new business through referrals, professional introducers and your own network


• Assess each client's objectives, attitude to risk and capacity for loss, and recommend suitable solutions


• Work with paraplanners to produce clear, compliant suitability reports


• Deliver good client outcomes in line with FCA requirements, including Consumer Duty

Requirements for the Independent Financial Adviser include:

• Level 4 Diploma in Regulated Financial Planning (or equivalent) and a current Statement of Professional Standing


• Proven experience as a financial adviser, ideally in an independent firm


• A clean regulatory record


• Strong knowledge of pensions, investments and protection products


• Clear communication skills and the ability to explain complex topics simplyi
  
• Chartered status or Level 6 qualifications would be an advantage

Benefits:

• Basic salary of £70,000 - £80,000, with OTE of up to £130,000


• Full-time, on-site role in Taunton


• Full paraplanning, compliance and administrative support


• Funded professional development, including support towards Chartered status


• A client-focused culture built on long-term relationships

If you are an experienced adviser looking for strong earning potential and a supportive, client-first environment, we would love to hear from you.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.