Average Financial Advisor salary in Taunton

Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £65,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor, Financial Advisors/IFA’s/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor 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 bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor 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 employers Please send your CV in confidence quoting Ref: 867543

Are you an experienced financial planner with a passion for helping clients achieve their financial goals? Do you thrive in a dynamic environment where you can shape and grow a business? If so, we have an exciting opportunity for you! About My Client: They are a forward-thinking financial planning firm committed to providing comprehensive financial advice and services. Their goal is to acquire small IFA firms and build on our current offerings to create a robust, client-centered business. They pride themselves on their dedication to excellence and the ability to adapt to the ever-changing financial landscape. Key Responsibilities: Onboarding of acquired client bankLead and develop the financial planning team.Provide strategic financial advice to a diverse client base.Build and enhance current service offerings.Maintain compliance with all relevant regulations and standards. Qualifications: Proven experience as a financial planner with a successful track record.Strong knowledge of financial planning and investment strategies.Excellent leadership and communication skills.Ability to work independently and as part of a team.Diploma in Financial Planning, ideally Chartered. What They Offer: Competitive salary and benefits package.Opportunities for professional growth and development.A supportive and collaborative work environment.The chance to make a significant impact on the firm's future. If you are ready to take on this exciting challenge and contribute to our success, we would love to hear from you!

Mortgage Advisor Build Advisor (Covering the Somerset Region) £27,000 - £35,000 (DOE) Basic + Commission - Realistic OTE £50,000 - £80,000 Are you finding the quality of leads you are being provided isn’t what it used to be? Do you want to receive an abundance of warm pre-qualified leads booked straight into your diary? Do you want to have the flexibility to manage your diary and work during the day or in the evening without being micro-managed? Are you looking to join a New Build Mortgage Brokerage who are being approached by top developers such as Bloor Homes, Red Row & Barrett Homes to support their new build Mortgages? Consegna Talent is proud to be working with one of the biggest New Build Mortgage Brokerages in the UK and they are looking for experienced Mortgage Advisors to join their team. The role will be Home Based and you will be completing appointments booked by the Developers with the onsite Mortgage Qualifiers. These appointments can be completed over the phone. The top advisors predominately do their Mortgage Appointments over the phone as you will have full admin support, meaning you will be able to maximise your time by doing more Mortgage Appointments. Our client has exclusive relationships with some of the UK’s largest New Build developers such as Bloor Homes, Red Row, Barrett, Bovis Homes, and more. They have won several new contracts around Exeter & Oxford so require Mortgage Advisors to manage the new locations. This means each advisor has a steady supply of leads and fresh sites throughout their regions. Purpose of the role To help arrange the mortgage for customers who put deposits down on New Build/Plots get the best possible Mortgage based on their circumstancesWork with the Developers to complete the Mortgage Applications ASAPEnsure the appointments are attended in promptly after being booked by the mortgage qualifiersOpportunity to complete Protection or receive a referral for passing this over to the dedicated Protection team. Key Requirements Ideally a Whole-of-Market Mortgage Advisor (large panel advisors will be considered)1-2 years experience working as a Mortgage AdvisorClean Driver's License & have a carClean credit fileExperience in advising on New Build Mortgages is preferableGood communicatorFace/Face Appointments & Telephone Based Qualifications and experience • Full CeMAP Please call Jay Garratt at Consegna Talent if you wish to apply for the role or discuss it in more detail.