At a Glance
- Tasks: Provide expert financial advice and conduct client reviews to enhance their financial well-being.
- Company: Established financial planning firm with a supportive team environment.
- Benefits: Competitive salary up to £65,000, hybrid working, and strong support.
- Other info: Opportunity to inherit a client portfolio and enjoy 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 client relationship skills.
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 Weymouth employer: Bond Williams Limited
Join a well-established financial planning firm in Dorset, where you will enjoy a supportive work culture that prioritises employee growth and development. With strong paraplanning and administrative support, you can focus on providing exceptional financial advice while inheriting an existing client portfolio, making this an ideal environment for those seeking meaningful and rewarding employment.
