Independent Financial Adviser -Taunton
We are seeking an experienced and client-focused Independent Financial Adviser to join our clients growing team in Taunton. Working within a well-established accountancy firm, you will provide high-quality holistic financial planning advice to private clients, business owners and professionals, building on trusted existing relationships and helping to expand our financial services offering.About You
– Level 4 Diploma in Financial Planning (DipPFS or equivalent) essential.
– Previous experience as an Independent Financial Adviser or Financial Planner.
– Strong technical knowledge of pensions, investments, protection and tax-efficient planning.
– Ability to generate and develop new business while also servicing an existing client bank.
– Strong organisational skills and attention to detail.
– Comfortable working collaboratively within a professional services environment.
What We Offer
– Competitive salary and bonus structure.
– Established client relationships and referral opportunities through the accountancy firm.
– A professional, collaborative and supportive working environment.
– Administrative and compliance support to help you focus on clients.
If you are an ambitious and qualified IFA looking to join a respected accountancy firm in the Southwest, we would love to hear from you.
Contact 0800 233 5516 or hello@resourcematters.co.uk