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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

Client Relationship Manager – Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent If you’re currently working in an administrative role and feel ready for something more structured, more professional, and with real long-term progression - this could be worth a look. One of the most respected Wealth Management firms in Taunton is looking to appoint a Client Relationship Manager This role puts you at the centre of the client journey. You’ll be: • The first point of contact for clients, • Managing cases end-to-end, • Working closely with Financial Consultants, • Gaining real exposure to the adviser side of the business For someone ambitious, this is a platform. There is structured study support and funding available if you want to pursue your Diploma in Financial Planning. What stands out about this firm? • People-first culture, • Strong internal development, • Annual bonus, • 30 days holiday + bank holidays, • Birthday off, • Study support & funding, • Pension, sick pay, BUPA EAP, • Onsite commercial gym, • Active charity foundation They’re looking for someone organised, proactive, client-focused and genuinely interested in developing within financial planning.

Private Wealth Partner, Somerset – lead role at highly prized law firm. With a highly ranked private client team it seeks to appoint an experienced partner to lead and develop its private wealth offering in and around the Somerset region.

The firm is now seeking an ambitious and motivated Legal Director or Partner to join its highly regarded Private Wealth team, with a particular focus on international tax, trusts and cross border wealth planning. Private Wealth International Tax and Trusts. This firm is known for the quality of its

At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment man

You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?. Connect prospective investors with the Sustainable Wealth Group partnerships team.

Asset & Wealth Management (AWM). You will assume the role of a trusted advisor to C-suite executives, enabling technology-led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms. Responsible for managing and growing key client accounts within th

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?. Connect prospective investors with the Sustainable Wealth Group partnerships team.

THE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing financial planning platforms and software to

Your new firm Our client is a highly respected regional law firm with a strong reputation for excellence and growth.Recognised by leading legal directories and regularly winning industry awards, the firm is known for its collaborative culture, client-focused approach, and commitment to professional

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. We are always looking for talented people to join us on our mission to orch

The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The RoleThe Tax Manager will research and resolve Tax questions from the Wealth Management business, that relate to new tax regimes (UK, US, INTL) and advise on how clien

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team.

We have a great opportunity for a Transformation Consultant / Business Consultant to work with a large wealth management business. Key responsibilities include: Building relationships with the transformation office and programme managers to enable clear reporting to senior management Identifying cha

Senior Consultant, Process and Controls - Wealth Asset Management.

These global capabilities are extended to the world’s leading corporates, insurance companies, sovereign wealth funds, central banks, financial institutions, pension plans, endowments, foundations, individuals and family offices. Asset & Wealth Management: Change Management. Global Change Managers

We are hiring for a Manager, Tax Global Wealth and Asset Management (GWAM) EMEA role within Manulife Investment Management (Europe) Limited, an FCA‑regulated investment firm based in London with a distribution subsidiary in Zurich.

A leading UK wealth management firm is seeking a Head of Wealth Proposition to lead strategic development of client-centric offerings. This pivotal role requires extensive experience in wealth management, regulatory expertise, and proven leadership abilities.

A leading financial advisory firm is seeking a Corporate Solutions Consultant (B2B) to enhance its corporate solutions business.The role involves engaging with business owners and HR professionals to manage new business accounts and provide solutions for Employee Healthcare Benefits and Commercial G

A leading wealth management firm in London seeks an Investment Administrator for a 12-month fixed-term contract.

A leading wealth management platform startup in the UK seeks a Software Engineer (Frontend) to design and develop its AI-driven product.

A leading consulting firm in London is seeking a PMI / Operating Model Integration Lead for Wealth & Asset Management.

A leading financial services provider seeks an Italian-speaking Private Banker in the UK.This role involves onboarding high-net-worth clients and providing tailored financial advice.Candidates should have 3+ years of experience in private banking, excellent communication skills, and fluency in Engli

Wealth Management Administrator. An established and growing London‑based wealth management firm is seeking a proactive Administrator to join its client support team. This is an excellent opportunity for someone with experience in financial services who is looking to build a long‑term career with

An exciting opportunity has arisen within Top 60 Central London Accountancy practice for a Company Secretarial Manager.Due to a period of considerable growth, we are now looking for a Company Secretarial Manager to oversee and grow the Co Sec service that we provide to clients.Working closely with s

You will be the authority for mortgage advice within the business and create reciprocal referral arrangements with our network of 70 Private Wealth Advisers across the group. Design and launch a best-in-class UK mortgage proposition integrated into our wider wealth advice model. UK Level 4 or other

A prestigious professional services organisation is seeking an experienced Financial Planner in Hertfordshire.This role involves managing high-net-worth clients and delivering regulated financial advice.With excellent earning potential and flexible hybrid working arrangements, the firm offers a high

A leading financial services firm in London is seeking a Private Client Senior Manager to join their high-quality team.The role involves managing client relationships and delivering technical advice on income and capital taxes for high-net-worth clients.Candidates should be CTA qualified with experi

At Apollo Private Wealth, we’re building a modern, client‑first wealth advisory firm that blends empathy with excellence. Deep understanding of wealth, investment, and estate planning strategies. We’re backed by one of the UK’s largest wealth networks through St.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corpora

A growing financial advisory firm in the UK is seeking a dynamic Financial Advice Manager to lead a team of Wealth Advisers.

A mid-sized City law firm in London seeks an established Private Client Partner to advance business growth.The role involves working closely with entrepreneurs and high-net-worth individuals on private client and tax issues.Ideal candidates will possess a solid book of business and thrive in a strai

A financial advisory firm in Greater London is seeking an experienced Financial Advisor to provide tailored financial planning solutions.Offering a competitive base salary of £80,000 - £100,000 plus bonuses, this role emphasizes client acquisition and management.The firm offers access to numerous

A leading regional law firm is seeking an experienced Private Client Partner or Senior Associate with over 8 years PQE to join their Taunton office.The successful candidate will manage and develop a high-quality caseload, lead business development initiatives, and support junior lawyers.This role of

Senior Data Architect – Wealth & Asset Management. Architect the future of the Wealth & Asset Management industry. Capco is seeking a Senior Data Architect to lead and deliver complex data architecture initiatives across our Wealth & Asset Management clients.

ABOUT ASSET & WEALTH MANAGEMENT. Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world’s leading investment managers. These global capabilities are extended to the world’s leading corporates, insurance companies, sovereign wealth funds, central banks, financial institutio

A prominent Wealth Management firm is seeking a Head of Finance Strategy to lead financial operations within their Wealth Planning division. The ideal candidate will have extensive senior finance experience, particularly in Wealth Planning, and be a fully qualified accountant.

A leading global wealth technology firm is seeking a Senior Product Manager for its Private Markets Network. This role involves shaping product strategies and enabling wealth managers to adopt private market solutions at scale.

A leading UK wealth management firm is seeking a Head of Wealth Proposition to shape and manage a suite of offerings in discretionary investment management and financial planning. This strategic leadership role demands extensive experience in wealth management and regulatory compliance.

Ideal candidates should have strong experience in risk management within the wealth sector, alongside proficiency in data analytics tools.

The Head of Wealth Proposition is a strategic leadership role at the heart of a leading UK wealth management firm’s ambition to be the first choice for clients and talent, the most reputable brand, and the most effective operator in the market. Division: Wealth Management Propositions & Client Exp

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. Join us as a Wealth Manager and take on a role where your

What is the opportunity? We have an exciting opportunity for a Fiduciary Client Services Officer to join the Client Services team in Jersey.Fiduciary Client Services drives the efficiency and consistency of standards and controls for Client Lifecycle Management including FATCA Common Reporting Stand

A leading law firm in Greater London is seeking an established Landed Estates Partner to join their market-leading private wealth team.