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Financial Advisor – Somerset – £60,000 Flexibility
A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset.
This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm’s core service proposition.
Key Highlights:- Competitive salary around £60,000, with flexibility depending on experience
- Hybrid working available – 1–2 days from home
- Firm manages over £275m in AUM
- Support structure includes a Paraplanner and Administrator per advisor
- Majority of investments run through DFM or MPS on the Parmenion platform
- Excellent potential for career growth, with acquisition plans in the pipeline
- Ideally CAS and Chartered (or working towards)
- Strong client-facing skills and confidence are essential
- Desire to build long-term relationships within a professional and supportive environment
If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step..
