Independent Financial Adviser - Hybrid / Dorset - Up to £65,000
We''re working with a well-established financial planning firm seeking an experienced Independent Financial Adviser to join their growing team. This is an excellent opportunity to inherit and develop an existing client portfolio while benefiting from strong paraplanning and administrative support.Key Responsibilities:Provide holistic financial planning advice and conduct client reviewsBuild and maintain long-term client relationshipsRecommend suitable solutions across pensions, investments and protectionDevelop new business opportunities and professional introducer relationshipsEnsure advice remains compliant with regulatory requirementsRequirements:Previous experience as an Independent Financial Adviser or Financial PlannerLevel 4 Diploma qualified as a minimumStrong knowledge of pensions, investments and financial planningExcellent communication and relationship management skillsAbility to manage a client portfolio independentlyBenefits:Salary up to £65,000 DOE and bonus structureHybrid working25 days holiday plus bank holidaysPension scheme and private medical insuranceSupport towards further professional qualificationsInterested? 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 ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!