At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Established financial planning firm with a supportive team.
- Benefits: Earn up to £65,000, enjoy hybrid work, and receive bonuses.
- Other info: Enjoy 25 days holiday, pension scheme, and support for further qualifications.
- Why this job: Grow your career while helping clients secure their financial futures.
- Qualifications: Level 4 Diploma and 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 employer: Bond Williams
Join a well-established financial planning firm in Dorset, where you will thrive in a supportive and collaborative work culture. With a competitive salary of up to £65,000, hybrid working options, and a strong emphasis on professional development, this role offers the perfect environment for Independent Financial Advisers looking to grow their careers while managing an existing client portfolio. Enjoy generous holiday allowances and comprehensive benefits, making this an attractive opportunity for those seeking meaningful and rewarding employment.
