Independent Financial Adviser (IFA) Dorset (Hybrid Working), Existing Client base, pre-arranged appointments!
£40,000 – £65,000 per annum + Benefits
Our client, a well-established and growing independent financial planning firm, is seeking an experienced Independent Financial Adviser (IFA) to join their well established team.
This is an excellent opportunity for a qualified adviser looking to inherit an existing client bank while benefiting from pre-arranged appointments, strong administrative support, and the flexibility of hybrid working.
The Role: You will provide holistic financial advice to an established client base, helping individuals and businesses achieve their financial goals through tailored planning solutions.
Key responsibilities include:
– Managing and developing long-term client relationships.
– Conducting client reviews and new business meetings, both in person and remotely.
– Assessing clients’ financial circumstances, objectives, and existing arrangements.
– Creating and presenting tailored financial planning recommendations.
– Advising on a range of financial products and investment solutions.
– Working closely with professional introducers, including solicitors and accountants.
– Generating new business opportunities through networking and referrals.
– Ensuring all advice and recommendations remain fully compliant and accurately documented.
– Keeping up to date with financial markets, products, and regulatory changes.
About You
– Previous experience working as an Independent Financial Adviser on a whole of market basis.
– Strong relationship-building and communication skills.
– Excellent analytical and problem-solving abilities.
– A professional and client-focused approach.
– Ability to manage your own workload while maintaining high standards of compliance and client service.
What’s on Offer
– Salary of £40,000 – £65,000 depending on experience.
– Existing client bank provided.
– Pre-booked client appointments.
– Hybrid working arrangement.
– Private medical insurance.
– Enhanced maternity and paternity benefits.
– Additional annual leave entitlement.
If you’re an experienced Financial Adviser looking for a role that offers genuine client relationships, quality support, and long-term career development, we’d love to hear from you.
