Financial Adviser

Specialist Financial Adviser

Taunton

Salaried role – OTE £79,000 + benefits

Permanent vacancy

Are you a driven, Level 4 qualified Financial Adviser looking to specialise in a respected professional sector? This is a fantastic opportunity to join a supportive organisation that will provide you with:

What’s on offer:

• Starting salary with OTE of £79,000 (quarterly & annual bonuses)
• Car allowance of £6,050 per year
• 28 days holiday + bank holidays (rising to 30 after 5 years)
• Generous contributory pension (company matched +2%, up to 10%)
• Life assurance (4x base salary)
• Flexible benefits package – including medical cover, travel loan & cycle-to-work scheme
• Option to buy/sell holiday days
• Salary sacrifice scheme for ultra-low emission vehicles
• Discounts across retail, health & wellbeing brands
• 2 paid volunteering days per year
• Ongoing training and support with professional qualifications

The role:

• Provide specialist financial advice to clients in the education sector
• Cover the Taunton area
• Build and develop trusted client relationships in a professional marketplace
• Supported by a dedicated relationship team for leads, appointments & technical support
• Freedom to plan and manage your own schedule effectively
• Opportunity to make a meaningful impact by helping clients achieve long-term financial goals

What we’re looking for:

• Experienced Financial Adviser (QCF Level 4 or equivalent)
• Strong relationship builder with excellent communication skills
• Commercially focused yet client-centred approach
• Proactive, adaptable and collaborative in a fast-changing market

Why apply?

• Specialise in a respected professional sector
• Enjoy the backing of a dedicated support team
• Benefit from a market-leading package
• Build long-term, rewarding client relationships

This is a chance to specialise in a trusted professional sector, enjoy the backing of a dedicated support team, and be rewarded with a market-leading package while building long-term client relationships.