Financial Advisor – Somerset £60K (flexible) Established Client Bank A rare opportunity has arisen in Taunton for an experienced and confident Financial Advisor to take over a large, loyal client bank from a long-standing advisor who is moving on after 10 years. You’ll be joining a well-respected, growing firm with a supportive team structure – each Advisor has a dedicated Paraplanner and Administrator. The business has ambitious acquisition plans, offering genuine progression opportunities over the coming years. This role offers the chance to step straight into a high-quality portfolio of clients built up over many years, providing a solid platform to build relationships and deliver exceptional ongoing advice. What’s On Offer Established portfolio of high-value clients ready to service 1–2 days working from home each week Join a supportive team of 4 Advisors, each with a dedicated Paraplanner and Administrator Opportunity to progress within a growing business with ambitious acquisition plans Clients primarily serviced under the firm’s Core Service Proposition, with assets largely managed via Parmenion DFM or MPS What We’re Looking For Ideally CAS status and Chartered, but confidence and client rapport are the priority Strong servicing skills with a relationship-led approach Ability to maintain and grow relationships with high-value clients If you’re looking for stability, progression opportunities, and the chance to work with an exceptional client base, this could be the perfect role for you.