financial advisor Work, Jobs in minehead (with Salaries)

Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
6d
Mortgage Advisor
The Mortgage Experts —Bridgwater
- £60,000 - £100,000 a year
- Remote
Customer Service Advisor
Capital On Tap —Cardiff
- £500 - £750 a week
- Full-time
- Customer service
- Financial services
- Communication skills
Insurance Advisor
Howden Group Holdings —Taunton
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Customer Service Advisor - Part-time
Capital On Tap —Cardiff
- £14,151 a year
- Part-time
- Customer service
- Financial services
- Communication skills
Clinical Nurse Advisor
Superdrug —Cardiff
- Up to £39,000 a year
- Organisational skills
- IT
- Communication skills
- Store discount
- Annual leave
Account Director - 16 months FTC
Walker & Sloan —Cardiff
- Leadership
Sales Advisor
Red Ruby Financial Ltd. —Cowbridge
- £25,000 - £55,000 a year
- Full-time
- Bilingual
- Sales
- Customer service
- Free parking
Quick apply
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Vehicle Service Advisor
Sinclair Group —Cardiff
- £28,288 a year
- Overtime
- Customer service
- Driving
- Organisational skills
- Annual leave
- Employee assistance programme
Financial Planning Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Work from home
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
11d
Customer Service & Sales Advisor
NFU Mutual —Cardiff
- £26,733 a year
- Full-time
- Customer service
- Travel
- Data entry
- Annual leave
- Employee discount
8d
Customer Sales Advisor
Halfords —Llantrisant
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Accounts Senior - Bridgend
Xeinadin —Bridgend
- Mentoring
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Parts Advisor
Alliance Automotive Group LV —Taunton
- Communication skills
- Employee discount
Quick apply
2d
Group Financial Reporting Manager
The Welsh Rugby Union —Cardiff
- Hybrid work
- Accounting
- IT
- Communication skills
- Free parking
- Employee assistance programme
6d
Audit Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Communication skills
11d
Collections Executive (Retail)
Secure Trust Bank —Cardiff
- From £25,000 a year
- Hybrid work
- Free parking
- Annual leave
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Management
12d

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Independent Financial Adviser

James and Associates Financial Services Ltd
Minehead

Quick apply

Job details

Permanent | Full-time
£45,000 - £55,000 a year
6 days ago

Qualifications

Financial planning
Driving Licence
Organisational skills
Financial services
Certificate in Insurance

Full job description

Financial Adviser

· £45,000 - £55,000 per annum

· Minehead, Somerset

· Full Time

· Employed Position

We are looking for a personable, thoughtful and self-motivated Qualified Financial Adviser to join our team.

James & Associates Financial Services Limited is a business built on clarity, integrity and genuine client care.

We are an independent financial advising firm with a strong reputation and a clear, client-centred philosophy.

We put client satisfaction and client retention at the heart of what we do, therefore we are looking for individuals who share these values.

About the Role

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the West Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with substantial Assets Under Management, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through our dedicated administration and compliance team, allowing you to focus on what you do best – building relationships and growing the business.

A fully employed role, providing advice across the full range of financial planning, covering retirement planning, investments, tax planning, savings and protection, Identifying client needs and providing excellent standards of client service. You will be provided with a client portfolio to service and develop. Full administration and compliance support provided.

What you’ll be responsible for
Managing and reviewing an existing portfolio of clients

Conducting client meetings both in the office and at client homes

Evaluate clients’ financial documents including their income, expenses, and liabilities.

Providing support, guidance and holistic advice on retirement, investments, savings, and insurance.

Delivering annual reviews and ongoing servicing

Building and maintaining long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals.

Monitoring changing client needs and adjusting plans accordingly

Working collaboratively with the administration and compliance team to deliver exceptional client service.

Keeping abreast of regulatory developments, market trends and best practices to ensure consistently compliant and effective advice.

Upholding our company values and Consumer Duty responsibilities, delivering great client outcomes

What we’re looking for
Strong attention to detail and a genuine commitment to delivering first-class advice

Strong track record of managing and growing client relationships

Excellent communications skills, both written and verbal

Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

You should have a full UK Driving Licence and willingness to clients’ homes when needed.
You should value long-term relationships over short-term wins

You should have sound knowledge of investment products, retirement planning and protection solutions.

You should have familiarity with regulatory requirements, including Consumer Duty responsibilities
You must be fully Diploma qualified in Financial Planning or equivalent to level 4 standard

You should be an experienced Financial Adviser (5+ years) ideally in an independent environment

You should align with the company values of putting clients first.

What’s on Offer

Inheritance of a substantial, loyal client book.

Extensive administrative support to allow you to focus on client service and strategic growth.

Regular access to new client introductions and warm leads to support further development.

Competitive basic salary circa (negotiable depending on experience)

Our Ideal Candidate

Our ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

This is an exceptional opportunity for an experienced adviser seeking career progression and long-term stability within a thriving independent firm.

To Apply:

Please send your CV and a covering letter telling us more about yourself to;

Jo Smyth

James & Associates Financial Services Limited

13 Bancks Street

Minehead

Somerset

TA24 5DJ

Or email; [email protected]

Job Types: Full-time, Permanent

Pay: £45,000.00-£55,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in minehead

Independent Financial Adviser

Mortgage Advisor

Customer Service Advisor

Insurance Advisor

Customer Service Advisor - Part-time

Clinical Nurse Advisor

Account Director - 16 months FTC

Sales Advisor

Senior Business Support Administrator

Vehicle Service Advisor

Financial Planning Administrator

Wealth Paraplanner

Customer Service & Sales Advisor

Customer Sales Advisor

Accounts Senior - Bridgend

Parts Advisor

Group Financial Reporting Manager

Audit Manager

Collections Executive (Retail)

Senior Consultant, Financial Advisory

I want to receive the latest job alerts for financial advisor in minehead

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