Financial Advisor in Taunton

Tate Recruitment is looking for an Financial Advisor in Taunton

Job description

Financial Advisor


Location: Taunton, Hybrid Working


Salary: 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 clients
  • Conducting product research
  • Implementing money laundering processes
  • Providing holistic financial planning services
  • Conducting lifestyle planning assessments
  • Presenting financial recommendations to clients
  • Conducting client financial reviews
  • Keeping up to date with regulatory changes
  • Networking with professional partners
  • Contributing to marketing initiatives
  • Maintaining an up-to-date Statement of Professional Standing
  • Participating in ongoing CPD activities



Requirements for the Financial Advisor:


  • Level 4 qualified (Diploma in Financial Planning)
  • Experience in an authorised financial planning role with competent adviser status
  • Strong ambition and attention to detail
  • Excellent communication and interpersonal skills



How to Apply: Please contact Marie McDermott on 02030964533 or email marie.mcdermott@tate.co.uk to discuss this superb opportunity.

Extra information

Status
Open
Education Level
Secondary School
Location
Taunton
Type of Contract
Part-time jobs
Published at
24-06-2025
Profession type
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Accountancy jobs | Part-time jobs | Secondary School

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