Financial Advisor

Job Description Financial Adviser | Somerset | 80,000 + bonusA well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its Somerset team, reporting directly to the Head of Wealth Management.This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.The RoleYoull provide comprehensive advice across:InvestmentsPensionsEstate & tax planningProtection(Mortgages & equity release where appropriate)Youll manage existing client relationships, conduct annual reviews, identify new opportunities, and contribute to new business growth - including opportunities arising from acquisitions.Youll be supported by paraplanners, administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes.What Theyre Looking ForLevel 4 Diploma (ideally working towards Chartered)CAS + current SPSStrong experience delivering holistic adviceComfortable using cashflow modelling toolsCommercially minded with a proactive approach to business developmentExcellent communicator with strong report-writing skillsThe OpportunityEstablished client base and growth planCentralised investment propositionStrong internal supportCollaborative cultureClear performance metrics and progression potentialIf youre an ambitious, client-centric Adviser who wants to combine quality advice with genuine growth opportunity in the South West, Id love to have a confidential conversation.Message me directly or email to find out more - [email protected] Adviser | Somerset | 80,000 + bonus

Created: 2026-04-04