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- Tasks: Inherit and manage a client book, providing holistic financial advice using cutting-edge technology.
- Company: Join a tech-driven firm focused on modernising financial advice delivery in Taunton.
- Benefits: Enjoy a competitive salary, performance bonuses, and a flexible hybrid work model.
- Why this job: Be part of a forward-thinking team that values client relationships and innovative solutions.
- Qualifications: Must be Level 4 qualified with experience in high-net-worth client service.
- Other info: Opportunity to grow within a supportive, entrepreneurial culture.
The predicted salary is between 60000 - 84000 £ per year.
Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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.
We’re looking for a self-motivated Financial Adviser with a passion for modern advice delivery, to join their growing team in the Taunton/Somerset area. You’ll benefit from inheriting a book of medical professionals and enjoy the autonomy of a hybrid working environment.
What We’re Looking For- Level 4 qualified Financial Adviser (minimum)
- Experience serving high-net-worth or mass-affluent clients
- A strong communicator with a client-first, tech-forward mindset
- Ideally, experience or network in the medical sector
- Highly self-driven and comfortable in a hybrid working model
- Inherit an established client book focused on medical professionals
- Grow and manage your client base, using our cutting-edge tech stack
- Leverage AI-driven suitability reports and integrated open banking feeds
- Provide holistic, compliant financial advice across pensions, investments, protection, and more
- Build and maintain long-term relationships with individuals, families, and high-net-worth clients
- Collaborate with our private banking and family office partners to expand your network and offering
- Inherited book of warm, loyal clients in the Taunton/Somerset area
- Competitive base, performance bonus. Progression opportunity to senior partner.
- A fully integrated AI platform that significantly reduces admin time
- Access to Professional Services partnerships and HNW client channels
- Flexible hybrid work model with regional support
- Growth-focused environment with a forward-thinking leadership team
Ready 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.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Familiarise yourself with the latest financial technology trends, especially those related to AI and open banking. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to modernising financial advice delivery.
✨Tip Number 2
Network within the medical sector to build connections that could be beneficial for your role. Attend industry events or join relevant online forums to meet potential clients and partners who align with the firm's focus on medical professionals.
✨Tip Number 3
Prepare to discuss how you can leverage the firm's tech stack to enhance client relationships. Think of specific examples from your past experience where technology improved your efficiency or client satisfaction.
✨Tip Number 4
Showcase your self-motivation and ability to thrive in a hybrid working environment. Be ready to share strategies you've used to manage your time effectively and maintain productivity while working remotely.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience with high-net-worth clients. Emphasise your communication skills and tech-savvy approach, as these are key for this role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for modern financial advice delivery. Mention your experience in the medical sector if applicable, and how you can leverage the firm's tech-driven model to enhance client relationships.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in managing client portfolios and providing holistic financial advice. Use specific examples that demonstrate your ability to build long-term relationships with clients.
Highlight Your Tech Skills: Since the firm values a tech-forward mindset, mention any experience you have with AI tools, open banking, or other financial technologies. This will show that you are aligned with their innovative approach.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Tech Savvy
Since the firm is tech-driven, make sure to highlight your familiarity with modern financial tools and platforms. Discuss any experience you have with AI, open banking, or other relevant technologies that can enhance client interactions.
✨Emphasise Client Relationships
This role focuses on building trusted relationships with clients. Be prepared to share examples of how you've successfully managed client relationships in the past, particularly with high-net-worth individuals or in the medical sector.
✨Demonstrate Your Self-Motivation
As a self-motivated Financial Adviser, it's crucial to convey your ability to work independently. Share instances where you've taken initiative or led projects without direct supervision, especially in a hybrid working environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and approach to providing holistic financial advice. Prepare scenarios where you had to navigate complex client needs or regulatory requirements, showcasing your expertise and compliance knowledge.
