Job Title: IFA Tech-Enabled Wealth PlatformEnsure you read the information regarding this opportunity thoroughly before making an application.Location: Taunton / Somerset (Hybrid) | Full-Time | Tech-Driven Firm | Salary c.70k Book Inheritance + Bonus Join the Future of Financial AdviceAre you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?My client is redefining how financial advice is delivered using a next-generation, end-to-end platform powered by AI, open banking integration, and real-time property data feeds. Our tech-enabled model drastically improves adviser efficiency by automating time-consuming tasks including AI-generated full suitability reports so you can focus on what matters: building trusted relationships with clients.Were looking for a self-motivated Financial Adviser with a passion for modern advice delivery, to join our growing team in the Taunton/ Somerset area. Youll benefit from inheriting a book of medical professionals and enjoy the autonomy of a hybrid working environment.What Were Looking ForLevel 4 qualified Financial Adviser (minimum)Experience serving high-net-worth or mass-affluent clientsA strong communicator with a client-first, tech-forward mindsetIdeally, experience or network in the medical sectorHighly self-driven and comfortable in a hybrid working modelWhat Youll DoInherit an established client book focused on medical professionalsGrow and manage your client base, using our cutting-edge tech stackLeverage AI-driven suitability reports and integrated open banking feedsProvide holistic, compliant financial advice across pensions, investments, protection, and moreBuild and maintain long-term relationships with individuals, families, and high-net-worth clientsCollaborate with our private banking and family office partners to expand your network and offeringWhat We OfferInherited book of warm, loyal clients in the Taunton/ Somerset areaCompetitive base, performance bonus. Progression opportunity to senior partner.A fully integrated AI platform that significantly reduces admin timeAccess to private banking partnerships and HNW client channelsFlexible hybrid work model with regional supportGrowth-focused environment with a forward-thinking leadership teamReady to modernise your advice career? Apply now to join a fast-growing, tech-led business with a supportive, entrepreneurial culture and start doing more of what you love: helping clients succeed.
Job Title
Independent Financial Advisor