I'm working with a leading wealth management firm based in Taunton that's looking to welcome a Independent Financial Advisor to their expanding team. Following continued success, they're keen to hear from Financial Advisors with experience, ideally based locally to Taunton.
Requirements
* Level 4 qualification (DipPFS, DipFA, or CISI Level 4) - essential
* Chartered status (or working towards) preferred
* Experience delivering investment and pension advice
* Experience with Intelligent Office (IO) is an advantage
* Highly organised, IT literate, and capable of managing workload independently
* Strong communication skills and business development capabilities
* Self-driven with an entrepreneurial mindset
Perks:
* Hybrid/Flexi working
* 4 X DIS
* 3% pension contribution
* 28 days annual leave + bank holiday
* Health cash back plan
This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.
Apply now - Samantha.durbridge@idexconsulting.com
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