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Financial Advisor

2 months ago


Wimborne Minster, Dorset, United Kingdom Mploy Staffing Solutons Full time
Unlock Your Earning Potential as a Financial Adviser

Are you a seasoned Financial Adviser looking for a lucrative opportunity to offer expert advice to high-net-worth clients? Do you want to work with a reputable firm of Independent Financial Advisers in a stunning location near Poole & Wimborne, Dorset? If so, we have an exciting opportunity for you

About the Role

We are seeking a highly experienced Financial Adviser to join our team and work with a valued client in the Dorset area. As a Financial Adviser, you will be responsible for providing expert advice on investments, pensions, and mortgages to high-net-worth clients. You will also be expected to travel frequently to deliver in-person, tailored advice to clients.

Key Responsibilities
  • Provide expert advice on investments, pensions, and mortgages to high-net-worth clients
  • Travel frequently to deliver in-person, tailored advice to clients
  • Work with a team of in-house Administrators/Paraplanners to support with middle and back office processing
  • Manage high-net-worth client relationships and ensure high portfolio profitability for all parties
  • Bring a network of new clients with you and inherit a slew of already pre-gained clients
  • Stay up-to-date with new financial products, industry trends, and fund research
Requirements
  • Extensive experience working as a Financial Adviser with a proven record of sales/business success
  • Statement of Professional Standing (SPS) issued by an accredited body and listed on The Financial Services Register
  • Ability to work in a highly supportive and flexible company culture

We offer a highly lucrative opportunity with uncapped commission and the potential to earn circa £100,000 to £200,000 per annum. If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply today