Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus

I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton.

We’re looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Taunton. You’ll benefit from inheriting a book of clients and enjoy the autonomy of fully remote and flexible working.

Candidates will need to reside local to Taunton for this opportunity.

What We’re Looking For

• Level 4 qualified Financial Adviser (minimum)
• Experience serving high-net-worth or mass-affluent clients
• A strong communicator with a client-first, tech-forward mindset
• Ideally, experience or network in the medical sector
• Highly self-driven and comfortable in a hybrid working model

What They Offer

• Established portfolio of loyal, high-value clients
• 28 days of annual leave plus bank holidays
• Bonus structure above industry standards
• Flexible hybrid working model with regional support
• A growth-oriented environment led by a progressive leadership team

Reach out in confidence to Samantha.durbridge@idexconsulting.com

Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus