Independent Financial Advisor
Posted 6 days 5 hours ago by IDEX Consulting Ltd
Financial Planner £90,000 DOE + Bonus Dorset
We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm based in Dorset. With a strong footprint across the South West, the firm's continued growth has led to the creation of this brand-new adviser role.
You'll benefit from full back-office support, a consistent flow of leads, and complete autonomy to run your own desk-without any mandatory office days. They're seeking a self-motivated, self-sufficient adviser who can add value and grow with the business. While the position is remote, candidates should be within a commutable distance of Dorset to ensure effective relationship management.
The ideal candidate will:
- Hold CAS - or be working towards
- Level 4 diploma qualified
- Experience using Microsoft Word and Excel and databases
- Desire to be a successful Financial Planner
The successful candidate will need to be local to Dorset and be Level 4 Diploma qualified.
If this role sounds like it could be for you, and you would like some more information please send your CV to
Financial Planner £90,000 DOE + Bonus Dorset/ Hybrid