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Financial Planner

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Location

Shaftesbury

Salary £35000 - £60000
TypePermanent
WorkplaceOn-Site
Ref89275

Financial Adviser – Shaftesbury
Salary: £35,000 – £60,000 (DOE)

I am working with a well-renowned and highly respected wealth management firm in Shaftesbury that is looking to appoint an experienced Financial Adviser. This is a rare opportunity, as the firm seldom recruits, but they are open to bringing in an exceptional candidate.

Role Overview:

  • Provide high-quality, holistic financial advice to an existing client base

  • Support ongoing client relationships and deliver an excellent client experience

  • Work closely with the wider team to ensure consistent, compliant advice

Requirements:

  • Minimum 3 years’ experience as a Financial Adviser

  • Level 4 qualified (DipFA / DipPFS or equivalent)

  • Strong communication and relationship-building skills

  • Professional, ethical, and client-focused approach

Package:
Salary £35,000–£60,000 depending on experience. Additional benefits and incentives available for outstanding candidates.

If you would like to discuss this opportunity further, please get in touch.

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