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Job Title


Financial Advisor


Company : Tate Recruitment


Location : taunton, south west england


Created : 2025-06-18


Job Type : Full Time


Job Description

Financial AdvisorLocation: Taunton, Hybrid WorkingSalary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one. Plus benefits.Are you a Financial Advisor looking for an exciting new challenge/opportunity? Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.Key Responsibilities required Financial Advisor:Assessing & identifying financial needs for new and existing clientsConducting product researchImplementing money laundering processesProviding holistic financial planning servicesConducting lifestyle planning assessmentsPresenting financial recommendations to clientsConducting client financial reviewsKeeping up to date with regulatory changesNetworking with professional partnersContributing to marketing initiativesMaintaining an up-to-date Statement of Professional StandingParticipating in ongoing CPD activitiesRequirements for the Financial Advisor:Level 4 qualified (Diploma in Financial Planning)Experience in an authorised financial planning role with competent adviser statusStrong ambition and attention to detailExcellent communication and interpersonal skillsHow to Apply: Please contact Marie McDermott on 02030964533 or email to discuss this superb opportunity.