Dorset Financial Adviser - Client-Focused with Paraplanning

Wealthlink Recruitment; Ferndown; On-site; GBP 50,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

No client bringing required

Excellent benefits package

Office-based role

Paraplanning support

Occasional travel to Northampton

Job summary

Wealthlink Recruitment is partnering with an established Dorset wealth management firm to recruit a Level 4 qualified Financial Adviser. You will service an existing client base from day one, delivering holistic financial planning with strong regulatory compliance.

The role is office-based in Dorset with paraplanning and admin support, and only occasional travel to the Northampton office. If you value client service over chasing new business, this is a great fit.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.
• Previous experience as a Financial Adviser within an IFA, Wealth Management or Financial Planning firm.
• Strong knowledge of pensions, investments and protection products.
• Full UK driving licence and compliance with FCA regulations.

Responsibilities

• Providing holistic financial planning advice across pensions, investments, protection and retirement planning.
• Managing and developing relationships with an existing portfolio of clients.
• Conducting annual reviews and ongoing financial planning meetings.
• Identifying clients' financial goals and recommending suitable solutions.
• Preparing for client meetings with support from paraplanning and administration teams.
• Working with internal teams to ensure an excellent client experience.

Skills

Level 4 Diploma

Financial Adviser experience

Pensions knowledge

Investments knowledge

Protection knowledge

Communication skills

Client-first approach

FCA regulations knowledge

Organisational skills

Driving licence

Education

Level 4 Diploma in Financial Planning

Job description

Wealthlink Recruitment is partnering with an established Dorset wealth management firm to recruit a Level 4 qualified Financial Adviser. You will service an existing client base from day one, delivering holistic financial planning with strong regulatory compliance.

The role is office-based in Dorset with paraplanning and admin support, and only occasional travel to the Northampton office. If you value client service over chasing new business, this is a great fit.