Home
Poole, Dorset
Financial planner
Independent Financial Advisor

Independent Financial Advisor

Dynamite Recruitment Solutions Ltd

Posted 10 hours ago, valid for 25 days

Poole, Dorset BH16 6LZ, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Dynamite Recruitment is seeking an experienced Holistic Financial Advisor for an Independent Financial Planning firm.
The role involves building strong client relationships and delivering tailored financial advice to help clients achieve their goals.
Candidates should have proven experience as an IFA, ideally with expertise in holistic financial planning, and relevant industry qualifications.
The position offers a competitive salary, hybrid working options, and the opportunity to participate in a company share scheme.
Applicants should have a minimum of 3 years of experience in financial advising, particularly in areas like retirement planning and investments.

Dynamite Recruitment are supporting an Independent Financial Planning frim on the recruit for a Holistic Financial Advisor to join their team! Helping clients achieve their goals through personalised strategies. Who focus on building strong, long-term relationships based on meaningful, goal-oriented conversations.Role OverviewSeeking an experienced IFA to work closely with the Managing Director, delivering tailored financial advice and supporting business growth. This is an opportunity to make a real difference in clients’ financial futures. We can offer company share scheme too.Responsibilities

Client Relationship Management: Build lasting client relationships through personalized advice and regular communication.
Holistic Financial Planning: Develop comprehensive plans covering retirement, investments, tax, and estate planning.
Collaboration: Work with the Managing Director on strategy development and business growth.
Tailored Advice: Provide advice based on clients’ individual goals, not just products.
Teamwork: Contribute to a positive, collaborative environment within the team.

Key Skills & Experience

Proven experience as an IFA, ideally with expertise/passion in holistic financial planning.
Strong communication and client relationship skills.
Experience in retirement planning, investments, tax, and estate planning.
Hold relevant industry qualifications (e.g., Level 4 Diploma in Regulated Financial Planning).

Why Join Us?

Work in a supportive, client-focused, personal environment.
Collaborate with the Managing Director and grow with the company.
Competitive salary and benefits.
Hybrid working

If you're an experienced IFA with a passion for client relationships and holistic planning, please apply or call Tegan at Dynamite Recruitment for more details!

Apply now in a few quick clicks

Independent Financial Advisor

Trainee Financial Adviser

Paraplanner

Paraplanner