Financial Advisor

2 days 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 seeking 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? Look no further

About the Role
  • Join our team as a full-time or self-employed Financial Adviser and enjoy a highly supportive and flexible company culture.
  • Work with a long-established firm of Independent Financial Advisers in a stunning countryside office location.
  • Enjoy free onsite parking and a 10-minute drive from Wimborne or a 13-minute drive from central Poole.
Key Responsibilities
  • Advise clients on well-performing investments, pensions, and mortgages, ensuring high portfolio profitability for all parties.
  • Manage high-net-worth relationships and travel frequently to deliver in-person, tailored, and strategic advice.
  • 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
  • Hold a Statement of Professional Standing (SPS) issued by an accredited body and be listed on The Financial Services Register.
  • Have extensive experience working as a financial adviser with a proven record of sales/business success.

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