At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial planning firm with a supportive team.
- Benefits: Salary up to £65,000, hybrid work, 25 days holiday, and professional development support.
- Other info: Join a dynamic team with excellent career growth opportunities.
- Why this job: Inherit a client portfolio and make a real impact in financial planning.
- Qualifications: Level 4 Diploma qualified with experience as an Independent Financial Adviser.
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 long-term client relationships
- Recommend suitable solutions across pensions, investments and protection
- Develop new business opportunities and professional introducer relationships
- Ensure advice remains compliant with regulatory requirements
Requirements:
- Previous experience as an Independent Financial Adviser or Financial Planner
- Level 4 Diploma qualified as a minimum
- Strong knowledge of pensions, investments and financial planning
- Excellent communication and relationship management skills
- Ability to manage a client portfolio independently
Benefits:
- Salary up to £65,000 DOE and bonus structure
- Hybrid working
- 25 days holiday plus bank holidays
- Pension scheme and private medical insurance
- Support towards further professional qualifications
Interested? Apply now or get in touch for a confidential conversation.
Independent Financial Adviser - Hybrid / Dorset - Up to £65,000 in London employer: Bond Williams Limited
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