Job description
I'm thrilled to be partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Planner based in Dorset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies and business financial planning. As a well-established firm, their ongoing success has resulted in the creation of a brand-new IFA position.
This is a remote position, giving Advisors autonomy and free-reign to manage their desks accordingly. Candidates however do need to be commutable distance from Dorset in order to manage their clients effectively.
The ideal candidate will:
1. Hold CAS - or be working towards
2. Level 4 diploma qualified
3. Experience using Microsoft Word and Excel and databases
4. 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