Financial Adviser – Taunton

Basic Salary: Up to £60,000

OTE: Circa £120,000

A highly regarded wealth management firm is seeking an experienced and driven Financial Adviser to join their team in Taunton. The business offers a strong existing client base, an excellent reputation in the region, and full administrative and paraplanning support to ensure you can focus on providing high-quality financial advice.

Key Responsibilities:

• Deliver tailored financial planning and investment advice to a loyal and growing client portfolio.
• Identify opportunities to enhance client outcomes through effective financial strategies.
• Maintain strong client relationships built on trust, service, and results.
• Stay up to date with market and regulatory developments.

Requirements:

• Level 4 Diploma in Financial Planning (Chartered status or progress toward it advantageous).
• Proven experience as a Financial Adviser with a strong record of client retention and new business generation.
• Excellent communication and relationship-building skills.



This is an opportunity to join a firm that truly values its advisers, offering a rewarding package and a clear route for long-term growth.