Financial Adviser Opportunity – Established Client Portfolio & Career Advancement

Are you ready to enhance your financial advisory career?

Join our prestigious wealth management firm as a Financial Adviser and take over a thriving, established client portfolio. This exceptional opportunity suits a motivated professional aiming for immediate impact and substantial earning potential.

Salary: Up to £45,000 basic, with ongoing earnings expected at £90,000+

Location: Wimborne

What We Offer:

• Established Client Portfolio: Approximately 130 clients, with total Assets Under Management (AUM) of £50M.

• High-Net-Worth Client Base: Clients typically possess a minimum of £120,000 AUM, with many exceeding £500,000.

• Strategic Partnerships: Benefit from established joint ventures with solicitors and accountants, ensuring ongoing high-quality client introductions.

• Full Administrative Support: Dedicated paraplanning and administrative resources, allowing you to concentrate on delivering exceptional financial advice and maintaining strong client relationships.

• Proven Investment Management: Conduct bi-annual client reviews, providing tailored investment solutions aligned with clients’ long-term financial objectives.

Candidate Requirements:

• Diploma-qualified in Financial Planning (or nearly completed)

• Proven experience in an Independent Financial Advisory (IFA) environment

• Exceptional relationship-building and client-management skills

• Ambition to grow professionally within a supportive, progressive environment

Why Join Our Team?

This unique position offers the immediate benefit of a robust, well-maintained client portfolio, ensuring significant earning potential and exceptional career progression opportunities within our dynamic, growth-oriented firm.

?? Apply today to advance your career as a Financial Adviser!