Junior Financial Adviser - £35k - Dorset

£35,000 yearly
  • Recruit UK
  • Wimborne, UK
  • 14/09/2020
Full time Financial Planner

Job Description

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role • 

Job Title: Junior Financial Adviser

Industry: Financial Services

Location: Wimborne, Dorset

Salary: circa £35,000

Reference Number: 14872

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in Wimborne, Dorset to join a Financial Planning Firm.

You will have an opportunity to work alongside one of the most influential Independent Financial Advice firms in Dorset. Their opportunity is unique to the area, as they have a large and successful client bank to provide you with to help you kick start your career with them. These clients are predominantly based across Dorset and Hampshire and are ready and waiting.

Moreover, this client has excellent industry connections, including that of a Chartered Accountancy and Tax firm and, several law firms across the region. As a result, they have a steady stream of new clients and leads.

They’re looking for a driven individual that has completed their training as an IFA and has circa 3 years’ experience in a Financial Planning role.


What’s in it for you:

  • Client bank circa 100 clients
  • Full back-office administration, paraplanning, and compliance support
  • Excellent bonus structure (you will receive 100% credit for any commission towards bonus targets).
  • Bonus is uncapped and paid quarterly.
  • Generous and flexible benefits
  • Competitive salary circa £35,000 d.o.e
  • Flexibility to work from several offices or work from home once up and running


Skills and experience required:

  • Level 4 Diploma
  • Experienced Trainee IFA/ Financial Planner with circa 3 years’ experience
  • CAS status and SPS desirable
  • You will be driven and, able to hit the ground running


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Wimborne on a Financial Adviser role.


Our commitment to you

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •