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Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?
My client is 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. Our 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 our 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 We 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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
