Job description
I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton.
We're looking for a self-motivated Financial Advisor with a passion for the industry to join their growing team in Taunton. You'll benefit from inheriting a book of clients and enjoy the autonomy of fully remote and flexible working.
Candidates can reside local to either Taunton or Stoke for this opportunity.
What we're looking for
- Level 4 qualified Financial Advisor (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 they offer
- Established portfolio of loyal, high-value clients
- 28 days of annual leave plus bank holidays
- Bonus structure above industry standards
- Flexible hybrid working model with regional support
- A growth-oriented environment led by a progressive leadership team
Reach out in confidence to Samantha.durbridge@idexconsulting.com
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