Independent Financial Advisor

JR United Kingdom; Taunton; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

A leading company is seeking a self-motivated Financial Adviser in Taunton, England, to deliver modern financial advice through a next-generation platform. You will inherit a book of medical professionals while benefiting from a flexible hybrid working model, performance bonuses, and a supportive environment.

Benefits

Inherited book of warm clients

Competitive base salary and performance bonus

Access to integrated AI platform

Flexible hybrid work model

Growth-focused environment

Qualifications

• Experience serving high-net-worth or mass-affluent clients.
• Ideally, experience or network in the medical sector.

Responsibilities

• Inherit an established client book focused on medical professionals.
• Provide holistic, compliant financial advice across pensions, investments, protection, and more.
• Build and maintain long-term relationships with individuals and families.

Skills

Client-first mindset

Strong communication

Self-motivated

Job description

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Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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