Independent Financial Adviser

2 weeks ago


Taunton, United Kingdom The Oakfield Group Full time

**Job Title: Independent Financial Adviser**

**Location**: Manchester

Salary up to £80K. OTE £100K+

Clients to inherit and a consistent flow of warm leads

My client is a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management solutions. They are looking to recruit an experience financial planner or a Paraplanner who wishes to progress into a financial planner role.

**The role**:

- Receive dedicated training and support to evolve into a proficient adviser, encompassing both technical expertise and essential soft skills.
- Be able to successfully onboard clients, who will be provided to you.
- Gather accurate and comprehensive client information, before formulating recommendations.
- Address client queries in an efficient and timely manner.
- Consistently uphold a commitment to delivering sound and suitable recommendations.
- Ensure timely provision of pertinent documentation.
- Engage in prospecting and connecting with potential clients, in alignment with the firm's strategic business plan.
- Uphold the principles of Treating Customers Fairly (TCF) to guarantee equitable treatment of clients.
- Maintain an up-to-date Statement of Professional Standing (SPS).
- Accurately record and uphold relevant Continuing Professional Development (CPD).

**On Offer**
- Competitive salary.
- Uncapped bonus structure. No validation before bonus earned.
- Clients provided.
- Matched employer pension contributions on Total remuneration.
- 25 days holiday, plus Bank holidays and birthday.
- Medical cash plan.
- Monthly Gym membership contribution.
- Quarterly team events.

**Job Types**: Full-time, Permanent

Pay: £75,000.00-£90,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: SL001



  • Taunton, United Kingdom The Progress Shed Full time

    Attention all Financial Advisers! Are you tired of feeling unappreciated in your current role? Are you looking for a new opportunity that will value your skills and expertise? Look no further! TPS Recruitment is proud to present a fantastic opportunity to join a highly respected, independent financial advisory firm. This firm, based in the Southwest region...


  • Taunton, United Kingdom Wallace Bates Limited Full time

    Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities.The...


  • Taunton, United Kingdom BWD Search & Selection Full time

    Employed Financial Adviser - Salary up to £50,000 DOE p.a. - OTE £75k + benefits Are you a Financial Adviser looking to deliver holistic advice backed by the strength and security of one of the UK’s largest advice firms?Then look no further, we are seeking an employed Financial Adviser based in Southwest England. Why is this such a great opportunity? You...

  • Mortgage Broker

    1 week ago


    Taunton, United Kingdom White Financial Services Full time

    **The Role** We are looking for self-employed Mortgage Brokers to join our exciting team. Main Responsibilities include; - Meeting with clients in person, virtually or over the phone - Fact Finding - Assessing an Income & Expenditure breakdown - Assessing which type of mortgage is most suitable for each client - Keeping up to date with new mortgage...


  • Taunton, United Kingdom Hall 17 Limited ta Style Incorporated Full time

    RoleDue to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Taunton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.My client offers bespoke high-quality...

  • Financial Planner

    1 week 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 Advisor

    3 weeks ago


    Taunton, United Kingdom IDEX Consulting Ltd Full time

    I'm currently representing a leading financial planning firm who are looking to welcome an experienced 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...

  • Financial Advisor

    5 days ago


    Taunton, United Kingdom IDEX Consulting Ltd Full time

    Financial Advisor | Taunton | £65k - Inherit Book + Extremely High Bonus I'm currently representing a leading financial planning firm who are looking to welcome an experienced 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...


  • Taunton, Somerset, United Kingdom RecruitUK Full time £18,000 - £30,000 per year

    Job Description Location: Taunton, SomersetSalary: Circa £21,000Reference Number: 14261Job Description:Are you an experienced Finance Administrator seeking a new challenge?Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.This company is a chartered firm that is listed as one of the...


  • Taunton, United Kingdom Premier Jobs UK Limited Full time

    A reputable financial services business in Taunton is seeking a Financial Advisor to join their successful team. Candidates should have a Level 4 Diploma and ideally bring transferable clients. The role includes benefits like full administration support, a self-employed structure with an OTE of c.GBP80,000+, and potential for hybrid working arrangements....