At a Glance
- Tasks: Provide holistic financial planning advice and conduct client reviews.
- Company: Well-established financial planning firm with a supportive team.
- Benefits: Competitive salary up to £65,000, strong support, and career development.
- Other info: Hybrid working model in beautiful Dorset.
- Why this job: Inherit and develop an existing client portfolio while making a real impact.
- Qualifications: Experience as an Independent Financial Adviser is essential.
The predicted salary is between 65000 - 65000 £ per year.
We're working with a well-established financial planning firm seeking an experienced Independent Financial Adviser to join their growing team. This is an excellent opportunity to inherit and develop an existing client portfolio while benefiting from strong paraplanning and administrative support.
Key Responsibilities:
- Provide holistic financial planning advice and conduct client reviews
- Build and maintain client relationships
Independent Financial Adviser - Hybrid / Dorset - Up to £65,000 in England employer: Bond Williams Limited
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