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Independent Financial Advisor

IDEX Consulting LtdTaunton, England, United Kingdom

30+ days ago

Job type

Full-time

Job description

1 week ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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

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

What You’ll Do

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

What They Offer

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.

Reach out in confidence to Samantha.durbridge@idexconsulting.com

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Project Management

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Financial Advisor • Taunton, England, United Kingdom