Financial Advisor
Location: Taunton. Desk Based
Salary: up to £45k - £50k DOE plus generous bonus scheme.
Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office.
About the Company
The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity
This is a very exciting opportunity for a Desk Based Financial Adviser to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients.
Financial Advisor duties and responsibilities
Willingness and focus to:
Key Responsibilities
* Deliver high‑quality telephone/video‑based reviews & holistic financial advice
* Manage and service an existing client bank
* Support the rollout of a new digital platform and collaborate in test‑and‑learn phases
* Move clients onto the appropriate service level
* Complete most admin/report writing (support provided for complex cases)
* Create bespoke financial plans tailored to client goals
* Maintain accurate records & meet Consumer Duty requirements
* Represent the business professionally and work closely with your support team
🔹 What We’re Looking For
* CAS status essential
* Minimum 2 years’ experience in an IFA/financial planning role
* Level 4 Diploma (Chartered progression desirable)
* Networking: You are able to network with professional connections and cultivate new business introductions.
* Strong technical knowledge across pensions, trusts & IHT
* Detail‑driven, client‑focused, proactive, and confident using CRMs/digital tools
* Strong relationship‑building skills
* Intelligent Office experience is a bonus
* Contact marie.mcdermott@tate.co.uk to discuss further.