Financial Advisor

WEALTHLINK RECRUITMENT LTD; Ferndown; On-site; GBP 50,000 - 58,000; Full time

Benefits offered by this job

Excellent benefits package

Paraplanning support

Job summary

Wealthlink Recruitment Ltd. in Dorset is seeking an experienced Financial Adviser to join an established wealth management team. You will service an existing client bank from day one, focusing on delivering high-quality, holistic financial advice within a supportive environment.

The role offers a competitive £50,000-£58,000 salary, DOE, plus excellent benefits. You’ll work office-based with paraplanning support and occasional travel to Northampton as needed.

Qualifications

• Minimum Level 4 Diploma in Financial Planning (or equivalent).
• Experience as a Financial Adviser within an IFA, Wealth Management or Financial Planning firm.
• Strong knowledge of pensions, investments and protection products.
• Excellent communication and relationship-building skills.
• Client-first approach with commitment to delivering excellent outcomes.
• Good understanding of FCA regulations and Consumer Duty.
• Strong organisational skills and attention to detail.
• Full UK driving licence.

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 alongside the administration and paraplanning teams.
• Working closely with internal support teams to ensure an excellent client experience.
• Ensuring all advice complies with FCA regulations and Consumer Duty requirements.
• Maintaining accurate client records and documentation.
• Building trusted, long-term relationships through exceptional service.

Skills

Client relationships

Communication skills

Organisational skills

Attention to detail

UK driving licence

Education

Level 4 Diploma in Financial Planning

Job description

Location: Dorset (Office-Based)

Salary: £50,000 - £58,000 DOE + Excellent Benefits

Expected start date: December 2026

Are you an experienced Financial Adviser looking to focus on delivering outstanding financial advice rather than business development?

Our client is a respected, established Wealth Management firm based in Dorset, offering an excellent opportunity for a Level 4 qualified Financial Adviser to join their growing team. With an existing client bank and a strong pipeline of enquiries, you'll be provided with clients to service from day one, allowing you to concentrate on providing high-quality, holistic financial advice.

What's on Offer

• Competitive salary of £50,000 - £58,000 depending on experience.
• No requirement to bring clients with you.
• Excellent benefits package.
• Office-based role within a friendly and supportive team.
• Paraplanning and administrative support.
• Very occasional travel to the Northampton office
• Join a successful and growing Wealth Management business with an excellent reputation.

The Role

As a Financial Adviser, you'll provide tailored financial planning advice to an established portfolio of clients, helping them achieve their financial objectives while maintaining the highest standards of professionalism and regulatory compliance.

Key responsibilities include:

• 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 alongside the administration and paraplanning teams.
• Working closely with internal support teams to ensure an excellent client experience.
• Ensuring all advice complies with FCA regulations and Consumer Duty requirements.
• Maintaining accurate client records and documentation.
• Building trusted, long-term relationships through exceptional service.

About You

We're looking for someone who enjoys building lasting client relationships and delivering quality advice rather than focusing on winning new business.

You’ll ideally have:

• Minimum 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.
• Excellent communication and relationship-building skills.
• A client-first approach with a commitment to delivering excellent outcomes.
• Good understanding of FCA regulations and Consumer Duty.
• Strong organisational skills and attention to detail.
• Full UK driving licence.