Independent Financial Advisor

Independent Financial Advisor – Tech-Driven Firm | Taunton - £70k - Inherit Book Bonus Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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 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

Location: Taunton, GB

Posted Date: 6/15/2025