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Are you a seasoned Financial Planner looking for a fresh, exciting opportunity with a truly independent firm? Do you want to be part of a growing, ambitious business where your expertise and client relationships are valued and rewarded?
Our client is a directly authorised, fully independent financial planning firm with big ambitions and an exciting growth journey ahead. Early in its development, there is a commitment to building a high-quality, client-centric business that rewards talent, autonomy, and results.
Based in the Taunton office (with hybrid working available), this role offers a fantastic opportunity for an experienced Financial Planner to join at a pivotal stage. They are offering:
- Some existing clients- typical households have £400K-£450KFUM
- Full Paraplanning & Administrative support
- A strong leadership team with a clear vision for the future
The firm is seeking an adviser with at least 5 years of experience and a solid track record of delivering high-quality advice. While a client following would be ideal, they are open to advisers looking to transition their client base over time.
Earning Potential
- Up to £75K basic salary
- 40% on ALL new business
- 25% on recurring income (after a threshold of 3x basic salary)
This is a unique opportunity to build your career with a forward-thinking firm that values quality over quantity and supports your long-term success.
Who We’re Looking For
- Chartered or Diploma-qualified Financial Planner
- Proven track record in financial planning (5+ years)
- Client-focused, ambitious, and proactive
- Entrepreneurial mindset- excited by growth and opportunity
