Independent Financial Adviser - Hybrid
Job in
Dorset, Dorset County, England, UK
Listed on 2026-07-18
Listing for:
Energy Jobline ZR
Full Time, Contract
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Key Responsibilities
- Provide holistic financial planning advice and conduct client reviews.
- Build and maintain long‑term client relationships.
- Recommend suitable solutions across pensions, investments and protection.
- Develop new business opportunities and professional introducer relationships.
- Ensure advice remains compliant with regulatory requirements.
- Previous experience as an Independent Financial Adviser or Financial Planner.
- Level 4 Diploma (minimum) qualified.
- Strong knowledge of pensions, investments and financial planning.
- Excellent communication and relationship management skills.
- Ability to manage a client portfolio independently.
- Salary up to £65,000 DOE and bonus structure.
- Hybrid working.
- 25 days holiday plus bank holidays.
- Pension scheme and private medical insurance.
- Support towards further professional qualifications.
Apply now or get in touch for a confidential conversation.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
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