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
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