Recruit UK
Job Title: Financial Adviser
Industry: Financial Services
Location: Taunton
Salary: Up to £75,000 + Bonus
Job Ref:10479
Job Description:
An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Taunton.
This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.
This is a growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You’ll focus on developing and managing a client bank, with full support provided at every stage of the advice process.
You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable.
Your responsibilities include:
- Providing fully independent financial advice and personalised recommendations
- Managing, developing, and retaining a portfolio of clients
- Collaborating closely with internal support teams to deliver exceptional service
- Working flexibly across home and local office environments to best meet client needs
What’s in it for you:
- Competitive starting salary up to £75,000 basic
- Highly achievable validation
- Attractive bonus scheme
- New business driven, able to utilise network and company support to generate client
- Excellent benefits package, including:
- Salary sacrifice options on Private Medical Insurance (PMI)
- Death in Service (DIS)
- 25 days holiday + BH and Pension
- Study and professional development support
- Paraplanning, Compliance, and Admin support
- Hybrid and flexible working options – home and office-based balance
Skills and experience required
- Diploma (Dip PFS) or equivalent Level 4 qualification (minimum)
- At least 1 year’s experience in providing financial advice
- Proven ability to build and maintain trusted client relationships
- A proactive, client-focused approach with strong communication skills
This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.
To apply for this job please visit www.reed.co.uk.
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