Independent Financial Advisor

Job DescriptionIndependent Financial Advisor Tech-Driven Firm | Taunton - 70k - Inherit Book + BonusAre you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?My client is looking for an experienced IFA to join their team in Taunton. They want those who are passionate about redefining how financial advice is delivered using a next-generation, end-to-end platform powered by AI, open banking integration, and real-time property data feeds. Their tech-enabled model drastically improves adviser efficiency by automating time-consuming tasks - including AI-generated full suitability reports so you can focus on what matters: building trusted relationships with clients.Were looking for a self-motivated Financial Adviser with a passion for modern advice delivery, to join their growing team in the Taunton/ Somerset area. Youll benefit from inheriting a book of medical professionals and enjoy the autonomy of a hybrid working environment.What Were Looking ForLevel 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 modelWhat Youll DoInherit an established client book focused on medical professionalsGrow and manage your client base, using our cutting-edge tech stackLeverage AI-driven suitability reports and integrated open banking feedsProvide holistic, compliant financial advice across pensions, investments, protection, and moreBuild and maintain long-term relationships with individuals, families, and high-net-worth clientsCollaborate with our private banking and family office partners to expand your network and offeringWhat They OfferInherited book of warm, loyal clients in the Taunton/ Somerset areaCompetitive base, performance bonus. Progression opportunity to senior partner.A fully integrated AI platform that significantly reduces admin timeAccess to Professional Services partnerships and HNW client channelsFlexible hybrid work model with regional supportGrowth-focused environment with a forward-thinking leadership teamReady to modernise your advice career?Apply now to join a fast-growing, tech-led business with a supportive, entrepreneurial culture and start doing more of what you love: helping clients succeed.Reach out in confidence to [email protected]

Created: 2025-06-14