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 (minimum) qualified.
- 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.
Apply now or get in touch for a confidential conversation.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
Independent Financial Adviser - Hybrid / Dorset - Up to £65,000 in London employer: Energy Jobline ZR
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