Financial Advisor

About the role

Our client, a respected wealth management firm in Dorset, is seeking a Level 4 qualified Financial Advisor to join their office‑based team. You will be allocated an existing client portfolio from day one, allowing you to focus on delivering high‑quality, holistic financial advice rather than business development.

Key responsibilities

• Provide comprehensive financial planning advice across pensions, investments, protection and retirement.
• Manage and develop relationships with an established client portfolio.
• Conduct annual reviews and ongoing planning meetings.
• Prepare for client meetings with support from paraplanning and administration teams.
• Ensure all advice complies with FCA regulations and Consumer Duty requirements.
• Maintain accurate client records and documentation.

Required profile

• Minimum Level 4 Diploma in Financial Planning (or equivalent).
• Previous experience as a Financial Advisor within an IFA, wealth management or financial planning firm.
• Strong knowledge of pensions, investments and protection products.
• Excellent communication and relationship‑building skills.
• Client‑first mindset with a commitment to high‑quality advice.

Required skills

What we offer

• Competitive salary £50,000 – £58,000 depending on experience.
• No requirement to bring existing clients.
• Excellent benefits package.
• Office‑based role with a supportive team.
• Paraplanning and administrative support.
• Occasional travel to the Northampton office.