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Financial Advisor Location: Taunton. Desk Based Salary: up to £45k - £50k DOE plus generous bonus scheme. Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office. About the Company The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development. The Opportunity This is a very exciting opportunity for a Desk Based Financial Adviser to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients. Financial Advisor duties and responsibilities Willingness and focus to: Key Responsibilities • Deliver high‑quality telephone/video‑based reviews & holistic financial advice, • Manage and service an existing client bank, • Support the rollout of a new digital platform and collaborate in test‑and‑learn phases, • Move clients onto the appropriate service level, • Complete most admin/report writing (support provided for complex cases), • Create bespoke financial plans tailored to client goals, • Maintain accurate records & meet Consumer Duty requirements, • Represent the business professionally and work closely with your support team 🔹 What We’re Looking For • CAS status essential, • Minimum 2 years’ experience in an IFA/financial planning role, • Level 4 Diploma (Chartered progression desirable), • Networking: You are able to network with professional connections and cultivate new business introductions., • Strong technical knowledge across pensions, trusts & IHT, • Detail‑driven, client‑focused, proactive, and confident using CRMs/digital tools, • Strong relationship‑building skills, • Intelligent Office experience is a bonus

Location: Taunton You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Salary: Competitive + Uncapped Commission + Benefits About the Role We’re looking for a driven and personable Recruitment Consultant to join our growing team in Taunton. This is a dual desk role, managing both temporary and permanent recruitment across a range of sectors. You’ll be responsible for building strong client relationships, sourcing high-quality candidates, and delivering a consultative recruitment service from initial brief through to placement and aftercare. This is a fast-paced, rewarding role suited to someone who thrives on targets, enjoys building relationships, and wants to develop a long-term career in recruitment. Key Responsibilities Manage the full recruitment lifecycle for either temporary and permanent roles Develop and maintain strong relationships with new and existing clients Proactively win new business through calls, meetings, and networking Write and advertise job vacancies across multiple platforms Source, screen, and interview candidates to match client requirements Manage temporary worker bookings, rotas, and ongoing support Negotiate offers, terms, and fees with clients and candidates Ensure compliance with company processes and legal requirements Maintain accurate records using CRM systems Achieve and exceed individual and team targetsWhat We’re Looking For Previous recruitment experience (temp, perm, or both) preferred Strong sales or business development background considered Excellent communication and relationship-building skills Highly organised with the ability to manage a busy workload Target-driven with a proactive and resilient mindset Ability to work both independently and as part of a team Full UK driving licence (desirable)What We Offer Competitive basic salary with uncapped commission Clear career progression opportunities Ongoing training and development Supportive and collaborative team environment Company incentives and rewards Pension and additional benefits packageWhy Join Meridian? xrnqpay Meridian Business Support is one of the UK’s leading recruitment specialists, with a strong reputation for quality, service, and long-term partnerships. You’ll be joining a business that truly invests in its people and offers genuine career progression

Independent Financial Adviser - Desk Based Location: (Taunton). Salary: up to £45k - £50k DOE plus generous bonus scheme. About the Company The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development. The Opportunity This is a very exciting opportunity for a Desk Based Independent Financial Adviser to join an established growing financial planning firm. You we will be working within a hand picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients. Financial Advisor duties and responsibilities Willingness and focus to: Engage with a wide of clients over a telephone/video-based service for annual reviews and transactions Help us with our new initiative to roll out a new platform, looking to switch clients where appropriate and working collaboratively with the team in the 'test and learn' phase Move clients onto the right service level Do most of their own admin/report writing, although support will be available for more complex areas High energy role, with attention to detail and accuracy, to work towards improving client experience Progressing to a higher value/lower quantity client bank over three - four years Providing clients with holistic financial advice. Design bespoke financial plans for each client. Understanding the clients goals and aspirations. Gaining referral business from existing clients. Identifying and closing new business. Keep accurate client records. Review all clients in line with company policy and the consumer duty directive. Uphold the company name in the highest regard. Work alongside your support team and motivate the team.As an Independent Financial Adviser you will need: Experience: Minimum 2 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment. Qualification Minimum: RQF level 4 Diploma in Financial Planning and / or working towards chartered. Detail-Oriented:You have a sharp eye for detail and a passion for getting things right first time. Client-Driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client. Networking: You are able to network with professional connections and cultivate new business introductions. Proactive: A self-starter who takes initiative and thrives in a dynamic setting. Tech-Savvy: Comfortable using CRMs, cash flow planning tools, FE analytics. Technical Ability: Must have strong Pension, Trust and IHT planning experience.Desirable Experience of Intelligent Office back office system. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

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