At a Glance
- Tasks: Provide tailored financial advice and manage long-term client relationships.
- Company: Established independent financial planning firm with a supportive team.
- Benefits: Competitive salary, hybrid working, and strong administrative support.
- Other info: Flexible working environment with opportunities for networking and growth.
- Why this job: Inherit an existing client base and make a real impact on their financial goals.
- Qualifications: Qualified financial adviser with experience in client management.
The predicted salary is between 65000 - 65000 £ per year.
Independent Financial Adviser (IFA) Dorset (Hybrid Working), Existing Client base, pre-arranged appointments!£40,000 - £65,000 per annum + Benefits Our client, a well-established and growing independent financial planning firm, is seeking an experienced Independent Financial Adviser (IFA) to join their well established team.
This is an excellent opportunity for a qualified adviser looking to inherit an existing client bank while benefiting from pre-arranged appointments, strong administrative support, and the flexibility of hybrid working.
The Role You will provide holistic financial advice to an established client base, helping individuals and businesses achieve their financial goals through tailored planning solutions.
Key responsibilities include: Managing and developing long-term client relationships.
Conducting client reviews and new business meetings, both in person and remotely.
Assessing clients' financial circumstances, objectives, and existing arrangements.
Creating and presenting tailored financial planning recommendations.
Advising on a range of financial products and investment solutions.
Working closely with professional introducers, including solicitors and accountants.
Generating new business opportunities through networking and referrals.
Ensuring all advice and recommendations remain fully compliant and accurately documented.
Keeping up to date with financi...
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
