Independent Financial Advisor in Dorset

Job description

Financial Planner | £90,000 DOE + Bonus | Dorset

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm based in Dorset. With a strong footprint across the South West, the firm’s continued growth has led to the creation of this brand-new adviser role.

You’ll benefit from full back-office support, a consistent flow of leads, and complete autonomy to run your own desk—without any mandatory office days. They’re seeking a self-motivated, self-sufficient adviser who can add value and grow with the business. While the position is remote, candidates should be within a commutable distance of Dorset to ensure effective relationship management.

The ideal candidate will:

• Hold CAS – or be working towards
• Level 4 diploma qualified
• Experience using Microsoft Word and Excel and databases
• Desire to be a successful Financial Planner

The successful candidate will need to be local to Dorset and be Level 4 Diploma qualified.

If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

Financial Planner | £90,000 DOE + Bonus | Dorset/ Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Dorset

Type of Contract

Part-time jobs

Published at

02-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English