Financial Adviser

4 weeks ago


Dorchester, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**_Job Title: Financial Adviser _**

**_Location: Dorchester, home/ hybrid working available_**

**_Salary: Dependent on experience and skills_**

**About the firm**

Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet the individual needs of their clients. Originally founded in the 1970s, they have evolved over the decades to become a firmly established IFA operatingacross the south, with its registered head office in Dorchester.

Due to an exciting growth strategy in place, an opportunity has arisen for an experienced and driven Financial Adviser to join their client
- centric business, who will have the opportunity to play an integral role in the firm’s growth and success.

**We are different**

Genuinely independent, where IFA’s are not forced to use certain investment strategies or to sell from a limited portfolio of products - the client comes first and our client have no restrictions on making sure they get the best solution.

Their people are their most important asset - your voice will be heard and you will be involved in shaping the future of the business

As the IFA market consolidates, they intend to be a key player - they will grow by doing it right and by looking after their clients.

**What they can offer you**
- They are whole of market IFAs and aim to deliver quality advice at a fair price.
- They offer the flexibility for either home-based working or working out of one of their small, friendly offices if preferred.
- The culture of their organisation has a real 'family feel’ which makes it a really great place to work, with excellent support from other areas of the group.
- Advisers can get on with doing what they do best; looking after existing clients and generating new business.
- Competitive financial terms
- Full admin and paraplanner support - report writing is provided
- Support with marketing and generating new clients
- Access to industry leading software (Intelligent Office (Intelliflo), Cashcalc, FE Analytics etc.)
- Centralised investment research & analysis
- Office facilities, including client meeting rooms and IT support
- Full compliance support from our in-house Compliance Team
- Monthly financial reporting
- A strong ethos of delivering high quality advice on a whole of market basis
- Agencies with most platforms and providers and freedom of choice when making suitable recommendations
- Flexible client bank "buy-out" options if you are looking for a longer term exit/retirement solution

**Other benefits**
- 25 days holiday plus bank holidays (along with the option to buy additional holiday)
- Death in Service
- Private Medical Insurance
- Healthcare Cash Plan
- Non
- contributory Pension Scheme
- Free onsite parking
- Home/ hybrid working


  • Financial Adviser

    2 weeks ago


    Dorchester, Dorset, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    _Job Title: Financial Adviser __Location: Dorchester, home/ hybrid working available__Salary: Dependent on experience and skills_About the firmOur client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet the individual needs of their clients. Originally founded in the 1970s, they have evolved over the decades...


  • Dorchester, Dorset, United Kingdom Appointed ltd Full time

    Whole of Market Financial Planning Firm with offices throughout Dorset offering genuine and clear financial guidance to individuals and businesses in the South is expanding their Dorchester team with a Wealth Administrator.Directly liaising with financial planners and clients on various financial products such as pensions, investments, life assurance, and...

  • Ifa Administrator

    4 weeks ago


    Dorchester, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **_Job Title: IFA Administrator _** **_Location: Dorchester, home/ hybrid working available_** **_Salary: Dependent on experience and skills_** **About the firm** Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet the individual needs of their clients. Originally founded in the 1970s, they have...

  • Ifa Administrator

    4 weeks ago


    Dorchester, United Kingdom Capio Recruitment Full time

    _**Job Title: IFA Administrator **_ - **Location: Dorchester, home/ hybrid working available**_ - **Salary: Dependent on experience and skills**_ **About the firm** Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet the individual needs of their clients. Originally founded in the 1970s, they have...


  • Dorchester, United Kingdom NFU Agency Full time

    **The Role**: **Trainee Account Executive** **£19,000 - £22,000** **Agriculture House, Dorchester** **Monday to Friday, 9 - 5pm** **Introduction to NFU Mutual: NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years....


  • Dorchester, United Kingdom NFU Agency Full time

    **The Role**: **Trainee Account Executive** **£19,000 - £22,000** **Agriculture House, Dorchester** **Monday to Friday, 9 - 5pm** **Introduction to NFU Mutual: NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years....

  • General Administrator

    4 weeks ago


    Dorchester, United Kingdom Dorset County Hospital NHS Foundation Trust Full time

    Support to the Senior Administrator when required with inputting annual leave, sickness records, TOIL and overtime claims in a timely manner onto Healthroster. Ability to step into the role of Senior Administrator during periods of absence from substantive postholder. To provide accurate and timely administrative and secretarial support to the Clinical Lead...

  • Finance Officer

    3 weeks ago


    Dorchester, United Kingdom Adecco UK Full time

    We are currently recruiting for a Finance Officer to work for Dorset Police at their Headquarters in Winfrith Dorset. This is a temporary role and you will be working hybrid Monday to Friday 37 hours a week. PLEASE NOTE DUE TO POLICE VETTING CRITERIA YOU MUST HAVE RESIDED CONTINUOUSLY WITHIN THE UK FOR AT LEAST 3 YEARS. **JOB PURPOSE** Perform central...

  • Estate Agent

    2 months ago


    Dorchester, United Kingdom Parkers Property Consultants Full time

    **Responsibilities**: - Be able to meet deadlines. - Be comfortable working from home and remotely. - Be able to communicate effectively with customers, co-workers, superiors, and subordinates. - Be a team player and work well in a collaborative environment. - Have good judgement and problem solving skills. - Be honest and ethical when dealing with clients,...

  • Estate Agent

    4 weeks ago


    Dorchester, United Kingdom Parkers Property Consultants Full time

    **Responsibilities**: - Be able to meet deadlines. - Be comfortable working from home and remotely. - Be able to communicate effectively with customers, co-workers, superiors, and subordinates. - Be a team player and work well in a collaborative environment. - Have good judgement and problem solving skills. - Be honest and ethical when dealing with clients,...

  • Estate Agent

    2 weeks ago


    Dorchester, United Kingdom Parkers Property Consultants Full time

    **Responsibilities**: - Be able to meet deadlines. - Be able to communicate effectively with customers, co-workers and other industry professionals - Be a team player and work well in a collaborative environment. - Have good judgement and problem solving skills. - Be honest and ethical when dealing with clients, colleagues, and other industry...

  • General Administrator

    2 weeks ago


    Dorchester, Dorset, United Kingdom Dorset County Hospital NHS Foundation Trust Full time

    Support to the Senior Administrator when required with inputting annual leave, sickness records, TOIL and overtime claims in a timely manner onto Healthroster. Ability to step into the role of Senior Administrator during periods of absence from substantive postholder. To provide accurate and timely administrative and secretarial support to the Clinical Lead...

  • Finance Officer

    2 weeks ago


    Dorchester, Dorset, United Kingdom Adecco UK Full time

    We are currently recruiting for a Finance Officer to work for Dorset Police at their Headquarters in Winfrith Dorset.This is a temporary role and you will be working hybrid Monday to Friday 37 hours a week.PLEASE NOTE DUE TO POLICE VETTING CRITERIA YOU MUST HAVE RESIDED CONTINUOUSLY WITHIN THE UK FOR AT LEAST 3 YEARS.JOB PURPOSEPerform central purchasing and...


  • Dorchester, United Kingdom Anderselite Full time

    Join our client as a key member of their management team, ensuring the successful financial completion of multiple challenging construction projects from contract award through to completion. You will work on a £62m New Build project for the Emergency Department & Critical Care Unit at Dorchester County Hospital. The contract type is NEC3 Option C. ...

  • Territory Manager

    6 days ago


    Dorchester, United Kingdom Vesta Recruitment - Property Sector Recruitment experts. Full time

    Local estate agent - Territory Manager - Dorchester Own business First class support and training Financial support in the first few months is available Our client is one of THE largest estate agency brands in the UK Their unique technology-led offering gives customers a reason to choose them over the competition. Not only do they sell homes at a fair fixed...

  • Sales Controller

    4 weeks ago


    Dorchester, United Kingdom The Solution Auto Full time

    **Sales Controller - Dorchester** Sales Controller Basic - 30k OTE - 50k In every Saturday with a day off during the week and Sundays off. An exciting opportunity has arisen for a Sales Controller at our client's well respected franchised main dealership in Dorchester. This position would suit a Sales Executive or experienced Business Manager that is...


  • Dorchester, United Kingdom Anderselite Full time

    Join our client as a key member of their management team, ensuring the successful financial completion of multiple challenging construction projects from contract award through to completion. You will work on a £62m New Build project for the Emergency Department & Critical Care Unit at Dorchester County Hospital. The contract type is NEC3 Option C. You will...


  • Dorchester, United Kingdom Dorset County Hospital NHS Foundation Trust Full time

    An exciting opportunity has arisen for a Fracture Prevention Practitioner within the Head & Neck and Specialist Medicine care group within the Family and Surgery Division at Dorset County Hospital. The successful applicant will be required to work within secondary care, delivering secondary fracture prevention to patients who have sustained a low trauma,...

  • Revenues Officer

    2 weeks ago


    Dorchester, United Kingdom Dorset Councils Full time

    If you have experience in working with the public and can demonstrate a confident and diplomatic approach supported by good interpersonal skills, if you are motivated by improving the customer experience and aspire to deliver a first-class service then we would like to hear from you. You will be an active member of the team, keen to learn and adaptable to...

  • General Administrator

    4 weeks ago


    Dorchester, United Kingdom Dorset County Hospital NHS Foundation Trust Full time

    An exciting opportunity has arisen for a General Administrator to be part of our dynamic and friendly Blood Science team within the Department of Pathology at Dorset County Hospital. The role is pivotal within the Department and will involve working with a range of stakeholders on a variety of interesting areas where no two days are ever the same. Support...