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    Independant Financial Adviser

    Finance
    Cap Resourcing Ltd
    Somerset, Taunton
    Permanent
    Competitive
    Hybrid

    Job Description

    Employed Independent Financial Adviser (IFA)

    Taunton, Somerset Up to £65,000 (DOE) + Uncapped Bonus & Commission

    Are you a qualified Financial Adviser looking for an employed role where you can focus on delivering exceptional advice, not chasing new business?

    We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With a steady flow of qualified leads and an established client portfolio, you'll have everything you need to succeed, without the pressure of bringing your own clients.

    This is a business that genuinely values collaboration. With a supportive, family feel culture and a true team first approach, you'll be joining a firm where people enjoy coming to work and success is shared.

    What's in It for You?

    • Up to £65,000 basic salary (DOE)

    • Uncapped bonus and commission

    • No client bank required

    • Qualified leads and existing clients provided

    • Dedicated paraplanning and administrative support

    • Clear career progression and ongoing professional development

    • Friendly, collaborative team and modern offices in Taunton

    The Role

    • Provide independent financial advice across pensions, investments and protection.

    • Build long-term relationships with new and existing clients.

    • Create tailored financial plans to meet clients' goals.

    • Maintain FCA compliance and deliver exceptional client outcomes.

    What We're Looking For

    • Diploma qualified (DipPFS, DipFA or equivalent).

    • Current or recent Competent Adviser Status (CAS) and a valid SPS.

    • Experience advising clients on pensions, investments and protection.

    • Excellent communication and relationship-building skills.

    • A team player who values collaboration and puts clients first.

    If you're looking for a supportive environment where you can concentrate on what you do best, helping clients achieve their financial goals, we'd love to hear from you.

    Posted on August 12, 2026

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