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:

• 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

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