Independent Financial Advisor

3 weeks ago


Taunton Somerset, United Kingdom Resource Matters Ltd Full time

Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications For The Independent Financial Advisor Role
Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Seniority level Mid-Senior level

Employment type Full-time

Job function Finance and Sales
Get notified about new Independent Financial Advisor jobs in Taunton, England, United Kingdom .
Business Insights and Data Analyst Officer
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#



  • Taunton, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Taunton| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...


  • Taunton, Somerset, United Kingdom Resource Matters Ltd Full time

    Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial...

  • Financial Advisor

    1 month ago


    Taunton, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Taunton| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...


  • Somerset, United Kingdom The Royal British Legion Full time

    Salary £25,813 - £27,228 per annum Package 11 Month FTC. Full Time 35 hours per week 28 days annual leave plus bank holidays pro rata, pension with double matched employer contributions up to 14%, retail discounts and savings, training and development opportunities. Contractual hours 35 Basis Fixed Term - Full Time Job category/type Services -...


  • Bath, Somerset, United Kingdom Guinness Partnership Full time

    About the Role We have a permanent opportunity for an Independent Living Advisor to join our team in Bath. Reporting to the Independent Living Manager, you will be responsible for providing an intensive housing management service to customers. This will include developing successful customer relationships, assisting prospective customers to view...

  • Financial Adviser

    4 weeks ago


    Taunton, Somerset, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead...

  • Financial Adviser

    6 days ago


    Taunton, Somerset, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead...

  • Financial Adviser

    4 days ago


    Taunton, Somerset, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. This is a unique opportunity to join a highly respected IFA firm who are continually improving their client...

  • Financial Adviser

    4 days ago


    Taunton, Somerset, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. This is a unique opportunity to join a highly respected IFA firm who are continually improving their client...

  • Service Advisor

    8 hours ago


    Taunton, Somerset, United Kingdom kream Group ltd Full time €32,500 - €34,500

    Basic £32,500 to £34,500 DoE OTE up to £38,500 An excellent opportunity has arisen for an experienced and motivated SERVICE ADVISOR to join a busy prestige main dealer in Northampton. This business represents 2 world-class brands and is part of a hugely successful dealer group that represent over 23 of the world’s most high-profile vehicle brands,...

  • Mortgage Advisor

    1 week ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement? In this role as a Mortgage Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Mortgage Advisors. You should also be proactive and look to self-generate business where possible. The...

  • Financial Planner

    5 days ago


    Taunton, United Kingdom Exchange Street Claims & Financial Services Full time

    **Imagine being so good at lead generation that you had to stop.** That's exactly the position this Chartered IFA business found themselves in last year. They were generating so many enquiries that their existing planners couldn't take on any more clients. The solution? More financial planners. **Those taps are now back on and enquiries are pouring in from...

  • Financial Adviser

    1 month ago


    Taunton, United Kingdom CareerBliss Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

  • Financial Adviser

    1 month ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

  • Financial Adviser

    1 month ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

  • Financial Adviser

    1 week ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client...

  • Financial Adviser

    1 month ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

  • Financial Adviser

    4 weeks ago


    Taunton, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...


  • Somerset, United Kingdom Rayner Personnel Full time

    Mortgage & Protection Advisor Keynsham Basic Salary up to GBP30,000 DOE + Car Allowance OTE of GBP55,000+ (Uncapped commission scheme) Are you an experienced Mortgage and Protection Advisor in the Keynsham area who wants to take their career to new heights? Our client is one of the largest Independent Estate Agencies in the South of the UK and is...


  • Taunton, United Kingdom Nuffield Health Full time

    HEAD OFFICE Customer Services Advisor **Customer Services Advisor** Taunton Hospital | Sales and Business Development | Permanent | Part Time Up to £21,333.00 pro rata depending on experience Across Wednesday, Thursday and Friday Nuffield Health is Britain’s largest not-for-profit healthcare organisation. Join us as a Customer Service Advisor in our...