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Permanent

Financial Advisor

mbf.
Brockenhurst
money-bag £50000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121137102

An excellent opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation with a national presence, this position will operate across the Dorset and Hampshire regions.This is a rare opportunity to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal client base.The Opportunity You will work closely with 1-3 established local offices, each with a substantial existing client base, providing a consistent flow of pre-qualified opportunities.Your role will focus on:Delivering holistic financial planning advice across pensions, investments, protection and estate planningBuilding strong, long-term relationships with both introducers and clientsManaging and developing your own client portfolioProviding a high-quality, face-to-face advice serviceThis is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes. The RoleHome-based with travel across Dorset and Hampshire. Typically 3-4 days per week meeting clients and introducersAttending local events and community/industry showsWorking closely with local introducers to generate ongoing opportunitiesYou will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration.Why Apply?Warm, consistent lead source - no cold prospectingStrong existing client base with high retention and ..... full job details .....

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