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Financial Advisor
2 months ago
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 RoleWe 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
- 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
