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  4. Financial Advisor

Financial Advisor

Tate Professional
Posted a day ago, valid for 24 days
Location

Taunton, Somerset TA4 1BY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Advisor position is located in Dorset/Taunton and offers a basic salary of up to £50,000 depending on experience, with potential earnings of £100,000 in the first year and £160,000 in subsequent years.
  • Candidates are required to have a Level 4 qualification (Diploma in Financial Planning) and experience in an authorized financial planning role with competent adviser status.
  • The role involves assessing financial needs, conducting product research, and providing holistic financial planning services to clients.
  • Successful applicants will join a supportive team and have the opportunity to progress to board level while maintaining a clear remuneration structure.
  • Interested candidates should contact Marie McDermott to discuss the opportunity, with interviews taking place throughout the application period.

Financial Advisor

Location: Dorset/Taunton, Hybrid Working

Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.

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 Dorset/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 or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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