Job Description
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, obje...
£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, obje...