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 working, and 25 days holiday.
- Other info: Opportunity for professional growth and remote work options.
- 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 Westminster employer: Bond Williams Limited
Join a well-established financial planning firm in Dorset, where you will enjoy a supportive work culture that prioritises professional growth and client relationships. With a competitive salary of up to £65,000, hybrid working options, and comprehensive benefits including a pension scheme and private medical insurance, this role offers a rewarding opportunity to develop your career while inheriting an existing client portfolio. The firm is committed to fostering an environment that encourages continuous learning and development, making it an excellent employer for those seeking meaningful and impactful work.
