Financial Adviser | Somerset | £80,000 + bonus
A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its Somerset team, reporting directly to the Head of Wealth Management.
This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.
The Role
You’ll provide comprehensive advice across:
- Investments
- Pensions
- Estate & tax planning
- Protection
- (Mortgages & equity release where appropriate)
You’ll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions.
You’ll be supported by paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes.
What They’re Looking For
- Level 4 Diploma (ideally working towards Chartered)
- CAS + current SPS
- Strong experience delivering holistic advice
- Comfortable using cashflow modelling tools
- Commercially minded with a proactive approach to business development
- Excellent communicator with strong report-writing skills
The Opportunity
- Established client base and growth plan
- Centralised investment proposition
- Strong internal support
- Collaborative culture
- Clear performance metrics and progression potential
If you’re an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, I’d love to have a confidential conversation.
Message me directly or email to find out more - Samantha.durbridge@idexconsulting.com
Financial Adviser | Somerset | £80,000 + bonus