About the Firm
Established for over 30 years, William Dixon & Associates Ltd pride themselves on friendly jargon free advice for all. Offering holistic advice across pensions, investments, mortgages, life insurance, inheritance tax planning and retirement planning.
With a team of high qualified and experienced advisers, they enjoy working collaboratively to provide support and guidance to their colleagues and clients alike.
About the Role
As a Financial advisor, you will be part of a close-knit and supportive team providing advice and guidance across protection, pensions & investments to service existing clients as well as building and growing new clients, adding to the continued growth of the firm.
With a supportive management team, energetic colleague collaboration and flexible working, you will be supported to achieve every success.
The benefits for a Financial Advisor:
* Starter client bank with existing funds under management provided.
* Flexibility of a self-employed role offering a generous commission only split, allowing you greater earning potential.
* Autonomy over your own diary and the ability to conduct client meetings in person or remotely as your clients require.
* Strong ethical values with a family feel that always ensures the right advice for clients and value their advisers.
* Hybrid working, with an all-team day on a Tuesdays to encourage collaboration and provide support.
* Marketing mentoring from the directors to help you start, grow and reach out to your client base.
* In house peer support with a close knit team of advisers and accessible directors to fuel your growth with support and challenges.
* Access to highly knowledge admin team to help with any processing queries and the potential for ongoing admin support.
* Access to scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.
* Regular training sessions. Including quarterly one to ones, twice-yearly whole firm meetings and regular external speaker.
* Regular social events.
* Recognise success and facilitate progression, with the potential to achieve further qualifications.
Your responsibilities as a Financial Advisor will include:
* Understanding client's financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs.
* Providing ongoing advice and regular reports in line with ongoing servicing agreements.
* Actively source new business enquiries and grow continued referrals through great advice and service.
* Stay updated with financial regulations through regular CPD.
What will you need to succeed as a Financial Advisor:
* Level 4 DipFA or CII Diploma or equivalent qualification required.
* All levels of experience considered.
* Excellent communication skills and customer service standards.
* Commutable weekly to Corsham.
William Dixon & Associated Ltd is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.