Average Financial Advisor salary in Devon

I'm currently representing a leading financial planning firm who are looking to welcome an experienced Financial Advisor into their team in Taunton. We're looking for a self-motivated Financial Adviser 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 will need to reside local to Taunton for this opportunity. What We're Looking For Level 4 qualified Financial Adviser (minimum)Experience serving high-net-worth or mass-affluent clientsA strong communicator with a client-first, tech-forward mindsetIdeally, experience or network in the medical sectorHighly self-driven and comfortable in a hybrid working model What They Offer Established portfolio of loyal, high-value clients28 days of annual leave plus bank holidaysBonus structure above industry standardsFlexible hybrid working model with regional supportA growth-oriented environment led by a progressive leadership team Reach out in confidence to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

RoleDue to expansion demands we are looking for a qualified Financial Advisor to join to join and growing business is Taunton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.Responsibilities:Provide expert financial advice on pensions, investments, and wealth management.Build and nurture strong client relationships to help them achieve their financial goals.Conduct virtual consultations using the latest technology.Stay compliant with FCA regulations while delivering high-quality service.Proactively develop new business opportunities through enquiries, referrals, and lead generation.Meet client demands, keep them up to date with progress, and engendering trust and respect.Aligning all processes with client service agreements.Creating and maintaining compliant client files where all communication is documented correctly.Requirements:Successful candidates must have a full Diploma in Financial Planning Level 4.Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.Having your own client base is not essential but would be advantageous.Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages.You must be well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required.

Basic Up to £80k + Package + Car allowance + Quarterly Bonuses - all clients provided, no business development required, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.To apply for the Financial Planner role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 867543