Independent Financial Advisor

IDEX Consulting Ltd; England; Remote; GBP 35,000 - 60,000; Full time

Job summary

Join a leading financial planning firm as a Financial Planner in Dorset, offering a unique opportunity to work remotely with full back-office support. The firm values self-motivated advisers looking to grow their careers while managing client relationships effectively. Candidates must have a Level 4 Diploma and a drive for success.

Qualifications

• Hold CAS or be working towards it.
• Experience using databases is preferred.
• Must be local to Dorset to manage relationships effectively.

Responsibilities

• Manage a consistent flow of leads and run your own desk with autonomy.
• Provide financial planning services while leveraging full back-office support.

Skills

Self-motivated

Self-sufficient

Desire to be a successful Financial Planner

Microsoft Word

Microsoft Excel

Education

Level 4 Diploma

Job description

Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

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
• 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 [e-mail].

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

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