Independent Financial Advisor

IDEX Consulting Ltd; Taunton; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

Join a leading financial advisory firm as a Financial Adviser in Taunton, focused on redefining advice delivery through technology. You will inherit a loyal client book, primarily from the medical sector, and enjoy a flexible hybrid working model. This role is ideal for self-motivated professionals eager to leverage AI-driven tools to enhance client relationships and provide comprehensive financial advice.

Benefits

Inherited book of warm, loyal clients

Competitive base salary with performance bonus

Flexible hybrid work model

Growth-focused environment

Qualifications

• Experience with high-net-worth or mass-affluent clients.
• Experience or network in the medical sector is a plus.

Responsibilities

• Inherit an established client book focused on medical professionals.
• Grow and manage your client base using cutting-edge technology.
• Provide holistic financial advice across various domains.

Skills

Client communication

Tech-forward mindset

Self-motivated

Job description

1 week ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?

My client is looking for an experienced IFA to join their team in Taunton. They want those who are passionate about redefining how financial advice is delivered — using a next-generation, end-to-end platform powered by AI, open banking integration, and real-time property data feeds. Their tech-enabled model drastically improves adviser efficiency by automating time-consuming tasks - including AI-generated full suitability reports so you can focus on what matters: building trusted relationships with clients.

We’re looking for a self-motivated Financial Adviser with a passion for modern advice delivery, to join their growing team in the Taunton/ Somerset area. You’ll benefit from inheriting a book of medical professionals and enjoy the autonomy of a hybrid working environment.

What We’re Looking For

• Experience serving high-net-worth or mass-affluent clients
• A strong communicator with a client-first, tech-forward mindset
• Ideally, experience or network in the medical sector
• Highly self-driven and comfortable in a hybrid working model

What You’ll Do

• Inherit an established client book focused on medical professionals
• Grow and manage your client base, using our cutting-edge tech stack
• Leverage AI-driven suitability reports and integrated open banking feeds
• Provide holistic, compliant financial advice across pensions, investments, protection, and more
• Build and maintain long-term relationships with individuals, families, and high-net-worth clients
• Collaborate with our private banking and family office partners to expand your network and offering

What They Offer

• Inherited book of warm, loyal clients in the Taunton/ Somerset area
• Competitive base, performance bonus. Progression opportunity to senior partner.
• A fully integrated AI platform that significantly reduces admin time
• Access to Professional Services partnerships and HNW client channels
• Flexible hybrid work model with regional support
• Growth-focused environment with a forward-thinking leadership team

Ready to modernise your advice career?

Apply now to join a fast-growing, tech-led business with a supportive, entrepreneurial culture — and start doing more of what you love: helping clients succeed.

Reach out in confidence to [e-mail]

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Project Management

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