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A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book. With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry. As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development. The basic Salary for the Financial Adviser is £50,000 - £60,000 We are looking for a Financial Advisor who possesses a strong track record of success in managing client relationships and has the expertise to take ownership of an existing client book. The ideal candidate will be responsible for providing personalised financial advice, executing strategic plans, and fostering long-term client satisfaction. Additionally, this role requires the ability to identify opportunities for business growth and actively contribute to the expansion of the client base. Key Responsibilities: Take over an existing client book and provide high-quality financial advisory services to maintain and strengthen client relationships. Conduct comprehensive financial assessments, develop personalised financial plans, and recommend investment strategies aligned with client goals. Communicate effectively with clients, ensuring clarity on financial matters, market trends, and investment strategies. Provide proactive updates and address client inquiries promptly. Identify opportunities for expanding the client base and contribute to the overall growth of the business. Actively participate in networking events and engage in client acquisition efforts. Ensure strict adherence to regulatory requirements and company policies in all client interactions and financial advisory activities. Qualifications: Proven experience as a Financial Advisor with a successful track record in managing client books. Strong knowledge of financial markets, investment products, and regulatory requirements. Excellent interpersonal and communication skills. Ability to work collaboratively in a team-oriented environment.
Are you an experienced IFA looking for a self-employed opportunity? More junior and looking for an employed opening? What about inheriting a client book with up to £100,000,000 in assets under management with complete/inhouse paraplanning support? Looking to work with a long-established & highly supportive directly authorised/whole of marker firm with stunning offices in Dorchester, Dorset? Great! We want to hear from you! Mploy Staffing Solutions Ltd is looking to introduce a full time employed or self-employed Independent Financial Adviser to a highly valued client in Dorchester, Dorset. Why should you be interested? Our client is offering: an employed salary of £30,000 to £40,000 PA, subject to experience and interview performance. Expect an employed OTE starting at £65,000 PA with 15% commission on all written business. a self-employed route with 50%/50% splits on existing clients and 60%/40% splits on new business. Out client can pay retainers in advance to support an employed to self-employed transition, for the right candidate. 29 days of holiday per year, including Bank Holidays & your Birthday off, rising to 33 days (long service). office hours of 0900hrs to 1730hrs (Monday to Thursday) with a 1600hrs finish on Fridays. free onsite parking and stunning offices in a highly commutable location. paid mileage (employed) at 25p per mile. a highly supportive culture with in-house/salaried Paraplanners to support. a relaxed company culture with an office dog. Still interested? In return for these excellent benefits our client is looking to meet a candidate who: is either an experienced IFA looking for a self-employed/Director opportunity or a more junior IFA looking for an employed opportunity. is suitably qualified with either DipPFS (CII) or DipFA (LIBF) qualifications. Supporting qualifications such as CeMAP/Cert CII(MP), CeRER/Cert CII (ER) etc would be highly valued by our client. has a Statement of Professional Standing (SPS) and is listed on The Financial Services Register. wants to successfully advise clients on well performing/whole of market investments & pensions alongside estate planning & financial planning. You'll be well versed in successfully managing high net worth relations and can expect to travel frequently to deliver in person, tailored & strategic advice in line with client need/profile. has extensive experience working as a financial adviser with a proven record of sales/business success. You'll be able to bring a network of new clients with you, be ready to inherit a slew of already pre-gained clients and know how to gain new leads. is a strong negotiator with excellent presentation/communication skills. You'll also be highly accurate, numerate & IT literate with the ability to analyse & problem solve. Expect to use/learn intelliflo, dynamic planner & selectapension software. is ethical and values integrity/professional standards. keeps abreast of new financial products, industry trends and fund research. is an excellent multitasker with capacity for a broad workload. is a team player that is willing to 'muck in'. You can expect to work collaboratively with a range of internal stakeholders and are always willing to put clients first. Sound like you? You should apply! We look forward to receiving your application and if you have any questions about the role please do call us.