Financial Advisor - Tate Professional : Job Details

Financial Advisor

Location: Dorset/Taunton, Hybrid Working

Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.

Are you a Financial Advisor looking for an exciting new challenge/opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Dorset/Taunton? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for new and existing clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning)
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills

How to Apply:

Please contact Marie McDermott on or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.