Independent Financial Adviser - Hybrid / Dorset - Up to £65,000
other jobs Bond Williams
Added before 11 Days
- England,South West,Dorset
- Full Time, Permanent
- £35,000 - £65,000 per annum, inc benefits
Job Description:
Full job descriptionWe’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 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 qualified as a minimum
*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
Interested?
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
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 qualified as a minimum
*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
Interested?
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
Job number 3867048
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Company Details:
Bond Williams
Company size: 20–49 employees
Industry: Recruitment Consultancy
Bond Williams Professional Recruitment is a well-established independent recruitment agency that work with some of the leading companies and organisat...