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Posted 21 July, 2026

Independant Financial Adviser

Cap Resourcing Ltd
Taunton, ENG, GB Full Time

Job Description

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Employed Independent Financial Adviser (IFA)

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Taunton, Somerset | Up to £65,000 (DOE) + Uncapped Bonus & Commission

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Are you a qualified Financial Adviser looking for an employed role where you can focus on delivering exceptional advice, not chasing new business?

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We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With a steady flow of qualified leads and an established client portfolio, you'll have everything you need to succeed, without the pressure of bringing your own clients.

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This is a business that genuinely values collaboration. With a supportive, family feel culture and a true team first approach, you'll be joining a firm where people enjoy coming to work and success is shared.

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What's in It for You?

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  • Up to £65,000 basic salary (DOE)
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  • Uncapped bonus and commission
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  • No client bank required
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  • Qualified leads and existing clients provided
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  • Dedicated paraplanning and administrative support
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  • Clear career progression and ongoing professional development
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  • Friendly, collaborative team and modern offices in Taunton
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The Role

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  • Provide independent financial advice across pensions, investments and protection.
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  • Build long-term relationships with new and existing clients.
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  • Create tailored financial plans to meet clients' goals.
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  • Maintain FCA compliance and deliver exceptional client outcomes.
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What We're Looking For

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  • Diploma qualified (DipPFS, DipFA or equivalent).
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  • Current or recent Competent Adviser Status (CAS) and a valid SPS.
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  • Experience advising clients on pensions, investments and protection.
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  • Excellent communication and relationship-building skills.
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  • A team player who values collaboration and puts clients first.
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If you're looking for a supportive environment where you can concentrate on what you do best, helping clients achieve their financial goals, we'd love to hear from you.