Average Financial Services salary in Somerset

Financial Services Administrator Taunton Flexible Working £35,000 + Benefits A position has arisen at an award winning and well respected Independent Wealth Management firm based in the South West. They are looking to appoint an experienced Financial Services Administrator at their offices in Taunton. The role includes, processing new business applications, creating client valuations and illustrations, preparing pre-meeting documentation for the Financial Advisers, routine liaison with lenders, insurance companies, product providers and clients alike and providing administrative support to the IFA's and Paraplanners. Good keyboard skills, attention to detail and previous experience as a Financial Services Administrator is advantageous, as is the ability to meet deadlines, prioritise work loads and manage the expectations of staff and clients. Previous knowledge of IO is preferred A salary of around £35,000 plus benefits is on offer to the successful candidate. For more information please send your CV to Douglas McDougall

I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.Requirements: Minimum Diploma-qualified / Chartered desiredExperience of giving regulated advice and ideally CAS / SPSBe able to demonstrate strong client service skillsNeed to be passionate, proactive, and be able to self-motivate What's on Offer: Attractive commission structureFlexible, hybrid working arrangementsUp to 30 days annual leave + office closes over ChristmasBirthdays off6% employer pension contributionDIS (4x salary)Discounts scheme If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please 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.

I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.Requirements: Minimum Diploma-qualified / Chartered desiredExperience of giving regulated advice and ideally CAS / SPSBe able to demonstrate strong client service skillsNeed to be passionate, proactive, and be able to self-motivate What's on Offer: Attractive commission structureFlexible, hybrid working arrangementsUp to 30 days annual leave + office closes over ChristmasBirthdays off6% employer pension contributionDIS (4x salary)Discounts scheme If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please 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.