Independent Financial Adviser - Taunton

  • Location

    Taunton, Somerset

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £35000 - £75000 per annum + Car Allowance

  • Contact:

    Oliver Cliffe

  • Email:


  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:

    Oliver Cliffe

My client a progressive, client focussed, national firm of Independent Financial Advisers. Currently they have over 250 active advisers serving clients nationwide; and with more than £5 billion in assets under management they are looking for an experienced, proactive Financial Adviser to join their growing team in Taunton.


  • To provide strategic financial advice to individuals and corporate clients
  • Offering a personalised service that adopts a holistic approach on all aspects
  • Building and maintaining strong client relationships
  • Ability and initiative to self-generate your own business
  • Services leads provided by the company
  • Being able to manage your own diary effectively


  • Currently working or experienced in financial services
  • Proven track record of income generation
  • Whole of Market experience
  • Minimum qualification: Diploma in Regulated Financial Planning or equivalent
  • Experience in giving face-to-face financial planning advice
  • Experience in building and maintaining strong client relations
  • Flexibility for client visits (full driving licence)


  • £35,000 - £75,000 Basic + Bonuses (Self-Employed Package Available)
  • £400 a month car allowance
  • Laptop, Phone, Expenses, Death in Service, Pension & share options
  • Lead generation
  • In-House compliance team
  • Excellent support and expertise within their Learning Management System
  • Opportunity to gain professional qualifications

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.