At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial planning firm with a supportive team culture.
- Benefits: Up to £65,000 salary, hybrid working, 25 days holiday, and private medical insurance.
- Other info: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Experience as an Independent Financial Adviser and strong knowledge of financial planning.
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.
- Provide holistic financial planning advice and conduct client reviews
- Build and maintain long-term client relationships
- Recommend suitable solutions across pensions, investments and protection
- Ensure advice remains compliant with regulatory requirements
- Previous experience as an Independent Financial Adviser or Financial Planner
- Strong knowledge of pensions, investments and financial planning
Salary up to £65,000 DOE and bonus structure. Hybrid working. 25 days holiday plus bank holidays. Pension scheme and private medical insurance.
Independent Financial Adviser - Hybrid / Dorset - Up to £65,000 employer: Bond Williams Limited
Join a well-established financial planning firm in Dorset, where you will thrive in a supportive and dynamic work culture that values your expertise as an Independent Financial Adviser. Enjoy the benefits of hybrid working, a competitive salary of up to £65,000, generous holiday allowance, and opportunities for professional growth, all while building meaningful relationships with clients and making a real impact on their financial futures.
