Job Title: IFA Tech-Enabled Wealth Platform Location: Taunton / Somerset (Hybrid) | Full-Time | Tech-Driven Firm | Salary c.70k Book Inheritance Bonus Join the Future of Financial Advice Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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 .Please ensure you read the below overview and requirements for this employment opportunity completely.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 For Level 4 qualified Financial Adviser (minimum) Experience serving high-net-worth or mass-affluent clients A strong communicator with a client-first, tech-forward mindset Ideally, experience or network in the medical sector Highly self-driven and comfortable in a hybrid working model What Youll Do Inherit an established client book focused on medical professionals Grow and manage your client base, using our cutting-edge tech stack Leverage AI-driven suitability reports and integrated open banking feeds Provide holistic, compliant financial advice across pensions, investments, protection, and more Build and maintain long-term relationships with individuals, families, and high-net-worth clients Collaborate with our private banking and family office partners to expand your network and offering What We Offer Inherited book of warm, loyal clients in the Taunton/ Somerset area Competitive base, performance bonus.Progression opportunity to senior partner.A fully integrated AI platform that significantly reduces admin time Access to private banking partnerships and HNW client channels Flexible hybrid work model with regional support Growth-focused environment with a forward-thinking leadership team Ready 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