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Financial planner

Shaftesbury
Permanent
Heat Recruitment
Financial planner
Posted: 24 November
Offer description

Location

Shaftesbury

Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89275

Financial Adviser Shaftesbury
Salary: £35,000 £60,000 (DOE)

I am working with a well-renowned and highly respected wealth management firm in Shaftesbury that is looking to appoint an experienced Financial Adviser. This is a rare opportunity, as the firm seldom recruits, but they are open to bringing in an exceptional candidate.

Role Overview:

1. Provide high-quality, holistic financial advice to an existing client base

2. Support ongoing client relationships and deliver an excellent client experience

3. Work closely with the wider team to ensure consistent, compliant advice

Requirements:

4. Minimum 3 years experience as a Financial Adviser

5. Level 4 qualified (DipFA / DipPFS or equivalent)

6. Strong communication and relationship-building skills

7. Professional, ethical, and client-focused approach

Package:
Salary £35,000£60,000 depending on experience. Additional benefits and incentives available for outstanding candidates.

If you would like to discuss this opportunity further, please get in touch.

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