Trainee Financial Adviser

Job Title: Financial Adviser - Trainee Financial Planner

Location: Taunton

Salary: GBP45,000 - GBP60,000 + uncapped bonus

Client bank provided

Reference: 9912

Are you a paraplanner or associate financial planner ready to take the next step into an advice role? Our well-established Taunton IFA firm is looking for ambitious talent to move from support into client-facing responsibility, with a ready-made client bank from day one.

This is your chance to develop your career fast, backed by a supportive team and strong infrastructure. Focus on growing your skills and client relationships while the firm handles the operational and compliance side.

What you'll get:

• Competitive salary (GBP45,000 - GBP60,000) + uncapped bonus
• Immediate client bank with high recurring revenue
• Mentorship and structured training to support your step up
• Opportunity to inherit further clients over time
• Full benefits: pension, life cover, income protection, critical illness, PMI, EAP
• Hybrid working arrangements & full back-office support

Who we want:

• Part-qualified or qualified (Level 4 Diploma) paraplanners or associates
• 1-2 years' experience in advice or 2+ in a paraplanning role
• Solid technical knowledge across pensions, investments, and holistic planning
• Professional, personable, and motivated to build long-term client relationships

This is your pathway to becoming a fully-fledged adviser, with the security of an existing client base and the freedom to grow your own portfolio. Apply today to find out more!