Financial Adviser – High Net Worth Clients

About the role

We are seeking an experienced Financial Adviser to join a forward‑thinking financial planning practice in Taunton. The role offers a platform to deliver independent, holistic advice to high‑net‑worth and mass‑affluent clients while benefiting from strong compliance, technology and marketing support.

Key responsibilities

• Provide fully independent financial advice and personalised recommendations.
• Develop, manage and retain a portfolio of high‑net‑worth and mass‑affluent clients.
• Collaborate with dedicated paraplanning, compliance and administration teams to ensure high‑quality service.
• Source new client enquiries and utilise introducer networks to grow the business.
• Work flexibly across home and office environments to meet client needs.

Required profile

• Diploma (Dip PFS) or equivalent Level 4 qualification (minimum).
• At least one year of experience providing financial advice.
• Proven ability to build and maintain trusted client relationships.
• Proactive, client‑focused approach.

Required skills

What we offer

• Competitive salary up to £75,000 plus an attractive bonus scheme.
• Hybrid and flexible working – balance of home and office.
• Salary‑sacrifice options, private medical insurance, death in service, 25 days holiday plus bank holidays.
• Pension scheme and professional development support.
• Full paraplanning, compliance and admin support.