Independant Financial Adviser
Job Description
Employed Independent Financial Adviser (IFA)
\nTaunton, Somerset | Up to £65,000 (DOE) + Uncapped Bonus & Commission
\n\nAre you a qualified Financial Adviser looking for an employed role where you can focus on delivering exceptional advice, not chasing new business?
\nWe'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.
\nThis 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.
\n\nWhat's in It for You?
\n- \n
- Up to £65,000 basic salary (DOE) \n
- Uncapped bonus and commission \n
- No client bank required \n
- Qualified leads and existing clients provided \n
- Dedicated paraplanning and administrative support \n
- Clear career progression and ongoing professional development \n
- Friendly, collaborative team and modern offices in Taunton \n
The Role
\n- \n
- Provide independent financial advice across pensions, investments and protection. \n
- Build long-term relationships with new and existing clients. \n
- Create tailored financial plans to meet clients' goals. \n
- Maintain FCA compliance and deliver exceptional client outcomes. \n
What We're Looking For
\n- \n
- Diploma qualified (DipPFS, DipFA or equivalent). \n
- Current or recent Competent Adviser Status (CAS) and a valid SPS. \n
- Experience advising clients on pensions, investments and protection. \n
- Excellent communication and relationship-building skills. \n
- A team player who values collaboration and puts clients first. \n
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.
