Financial Adviser Dorchester / Weymouth Area
St Barts Finance Ltd | Part of The Openwork Partnership
About St Barts Finance
St Barts Finance Ltd is a growing financial advice business and proud member of The Openwork Partnership, one of the UK's largest and most respected financial advice networks.
We provide high-quality, client-focused financial planning and protection advice across Dorset, Hampshire and Wiltshire.
With multiple office locations, three Yorkshire Building Society agencies, 12 mortgage and protection advisers generating referral opportunities, a strong introducer network and comprehensive administrative support, we are committed to helping clients achieve their financial goals through trusted, long-term relationships.
We are now looking to recruit an experienced Financial Adviser to primarily serve clients in the Weymouth and Dorchester region, while benefiting from access to our wider network of offices, Yorkshire Building Society agencies and clients across Dorset, Hampshire and Wiltshire.
For more information about our business, visit www.stbartsfinance.co.uk.
The Opportunity
This is an exciting opportunity for an ambitious, commercially minded Financial Adviser to join a well-established and growing business.
The successful candidate will take responsibility for servicing and developing an established client bank of approximately £15 million of funds under management, providing an excellent platform from which to build a substantial and sustainable advice business.
In addition to managing and growing this existing client portfolio, you will benefit from significant business development opportunities generated through our Yorkshire Building Society agencies, mortgage and protection advisers, and professional introducer relationships.
The client bank is expected to generate ongoing servicing, review and referral opportunities. However, this is not a role where business is simply handed to you. Success will depend upon your ability to proactively deepen client relationships, generate referrals, collaborate with colleagues across the business, develop introducer connections and create your own pipeline of new opportunities.
This role is ideally suited to an adviser who enjoys winning new clients, building long-term professional relationships and taking ownership of their own success. The most successful candidate will see the existing client bank as a foundation for growth rather than simply a book to maintain.
Key Responsibilities
- Provide holistic financial planning advice to existing and prospective clients.
- Service and develop an existing £15 million client bank.
- Build and maintain long-term client relationships.
- Identify, pursue and develop new business opportunities.
- Generate referrals from existing clients and professional connections.
- Develop strong working relationships with mortgage advisers, protection advisers, branch teams and professional introducers.
- Advise on pensions, investments, ISAs, protection, retirement planning and inheritance tax planning.
- Deliver tailored financial solutions that meet clients' objectives.
- Conduct client meetings across the Weymouth, Dorchester and wider Dorset area.
- Maintain accurate client records and documentation.
- Ensure all advice is delivered in accordance with FCA regulations and Openwork standards.
- Undertake ongoing CPD and maintain professional competence.
Candidate Requirements
- Minimum Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent.
- CAS status and currently competent to advise.
- Minimum three years' experience as a Financial Adviser.
- Strong knowledge of pensions, investments, protection and wider financial planning.
- Proven ability to generate new business and build lasting client relationships.
- Commercially minded with a proactive and entrepreneurial approach to business development.
- Comfortable networking internally and externally to cultivate referral opportunities.
- Self-motivated, ambitious and driven to grow a client portfolio.
- Excellent communication and interpersonal skills.
- Full UK driving licence and willingness to travel throughout the local area as required.
Why Join St Barts Finance?
- Benefit from access to a large and established legacy client bank, creating immediate advice opportunities alongside new business referrals from our mortgage, protection and Yorkshire Building Society operations.
- Be part of a respected and growing financial advice business.
- Benefit from the strength and resources of The Openwork Partnership.
- Access a broad geographical footprint across Dorset, Hampshire and Wiltshire.
- Opportunities generated through our three Yorkshire Building Society agencies.
- Receive referrals from a team of 12 established mortgage and protection advisers.
- Access established introducer relationships and professional connections.
- Full administrative and compliance support.
- Work with an experienced and supportive team.
- Build your career with a business that values long-term client relationships and adviser success.
- Enjoy flexibility, autonomy and genuine opportunities for professional growth.
Location
Weymouth / Dorchester (Preferred)
The successful candidate will have access to office locations throughout Dorset, Hampshire and Wiltshire.
Employment Type
Employed or Self-Employed Considered
Package
Competitive basic salary and uncapped commission structure (or self-employed package) dependent upon experience, qualifications and production history.
We're not looking for a passenger.
We're looking for a relationship-builder, business developer and trusted adviser who can turn opportunity into long-term client growth, generate referrals, build professional relationships and help drive the continued success of St Barts Finance.
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