At a Glance
- Tasks: Provide financial advice and manage client relationships while identifying new business opportunities.
- Company: Join a well-established financial advice network with a strong community focus.
- Benefits: Competitive salary, hybrid working, generous holiday, and a solid pension scheme.
- Other info: Be part of a company that values development and gives back to the community.
- Why this job: Make a real impact in clients' lives while growing your career in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial advice preferred.
The predicted salary is between 35000 - 45000 £ per year.
This is an employed role, based in Wiltshire.
What's in it for you?
- A basic salary of between £35,000 and £45,000 DOE (no salary validation)
- Bonus/commission split for higher earning potential
- Hybrid working with office days being Tuesday & Thursday
- Pension scheme: 7% employer & 5% employee
- 24 days holiday plus bank holidays
- Death in service 3x salary
William Dixon & Associates are looking for an experienced Financial Adviser to join their team based out of their picturesque offices in Wiltshire. This business needs someone to step in and service their existing client bank and advise on all areas of Financial Advice whilst also advising on any new business opportunities that present themselves. If you’re an existing adviser wanting a new place, a paraplanner looking to make the jump into advising, this is the role for you.
What you'll be doing:
- Provide regulated financial advice in line with William Dixon & Associates and The Openwork Partnership
- Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.
- Deliver holistic financial planning advice across pensions, investments, and protection.
- Identify additional advice opportunities within the client base and via referrals.
- Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.
- Maintain accurate and up-to-date client records within our CRM and back-office systems.
- Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.
What do you need to succeed:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) – this is essential.
- Ideally experience in providing regulated financial advice.
- Technical financial admin or paraplanning experience is ideal
- Strong technical understanding of pensions, investments, taxation and protection.
- Excellent communication skills both written and verbal
- Excellent relationship building skills
- Highly organised with a client-centric approach and attention to detail.
William Dixon & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Financial Adviser in Swindon employer: William Dixon and Associates Ltd
William Dixon & Associates is an exceptional employer located in the scenic Wiltshire, offering a competitive salary and a hybrid working model that promotes work-life balance. With a strong focus on employee development through The Openwork Partnership's Business School, generous benefits including a robust pension scheme and 24 days of holiday, and a commitment to community engagement via the Openwork Foundation, this role provides a meaningful opportunity for growth and contribution in the financial advisory sector.
Contact Details:
William Dixon and Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Swindon
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We think you need these skills to ace Financial Adviser in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at William Dixon and Associates Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with William Dixon and Associates Ltd.
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