More jobs:
Financial Advisor
Job in
Bournemouth, Dorset County, BH1, England, UK
Listed on 2026-06-30
Listing for:
Dynamite Recruitment
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
£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
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