Independent Financial Advisor — Strategic Wealth Planner

Tate Recruitment; Taunton; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading wealth management firm in Taunton is seeking an experienced Independent Financial Adviser to join their growing team. You will provide bespoke financial advice and work closely with clients to achieve their goals. The ideal candidate has at least 3 years of experience in a similar role and a Level 4 Diploma in Financial Planning. This full-time position offers a dynamic environment with ample growth opportunities.

Qualifications

• Minimum 3 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
• Must have strong Pension, Trust and IHT planning experience.

Responsibilities

• Provide clients with holistic financial advice.
• Design bespoke financial plans for each client.
• Understand the clients' goals and aspirations.
• Gain referral business from existing clients.
• Identify and close new business.

Skills

Experience in Independent Financial Advisory role

Detail-oriented

Client-driven

Networking skills

Proactive

Tech-savvy

Technical ability in pension and trust planning

Education

RQF level 4 Diploma in Financial Planning

Tools

Intelligent Office back office system

CRMs

Cash flow planning tools

FE analytics

Job description

A leading wealth management firm in Taunton is seeking an experienced Independent Financial Adviser to join their growing team. You will provide bespoke financial advice and work closely with clients to achieve their goals. The ideal candidate has at least 3 years of experience in a similar role and a Level 4 Diploma in Financial Planning. This full-time position offers a dynamic environment with ample growth opportunities.