Independent Financial Advisor

Financial Planner | £90,000 DOE Bonus | Dorset We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm based in Dorset. With a strong footprint across the South West, the firm’s continued growth has led to the creation of this brand-new adviser role. You’ll benefit from full back-office support, a consistent flow of leads, and complete autonomy to run your own desk—without any mandatory office days. They’re seeking a self-motivated, self-sufficient adviser who can add value and grow with the business. While the position is remote, candidates should be within a commutable distance of Dorset to ensure effective relationship management. The ideal candidate will: Hold CAS – or be working towards Level 4 diploma qualified Experience using Microsoft Word and Excel and databases 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 Samantha.durbridge@idexconsulting.com Financial Planner | £90,000 DOE Bonus | Dorset/ Hybrid

Location: Dorset, GB

Posted Date: 6/16/2025