We are working with a fully Independent Financial Planning practice in Taunton to recruit an additional Financial Adviser. Our client has grown significantly over the past three years through acquisitions and their excellent name in the market, they are looking for an Adviser to come in and take on a large client bank that is being left by a retiring adviser.
The business are looking for an experienced Financial Adviser who can take on and provide an excellent level of service to existing clients but someone who can continue to drive new business when required. The company have recently acquired a number of large client banks so there will be no shortage of clients and leads.
You will be provided with full Paraplanning and Administration support from an in house team. The company have a low validation and a generous bonus thereafter. You will be offered a competitive basic salary plus bonus and good company benefits.
To be considered you should be working as a Financial Planner and will have experience providing high levels of advice, ideally in the South West of England. You must be Level 4 qualified and any additional exams towards Chartered would be an advantage, although not essential.