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Independent Financial Advisor

Posted 5 days 23 hours ago by IDEX Consulting Ltd

Permanent
Not Specified
Other
Dorset, United Kingdom
Job Description

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

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