Financial Adviser - Dorchester, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Dorchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

_Job Title:
Financial Adviser _

_Location:
Dorchester, home/ hybrid working available_

_Salary:
Dependent on experience and skills_

About the firm

Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet the individual needs of their clients.

Originally founded in the 1970s, they have evolved over the decades to become a firmly established IFA operatingacross the south, with its registered head office in Dorchester.

Due to an exciting growth strategy in place, an opportunity has arisen for an experienced and driven Financial Adviser to join their client
- centric business, who will have the opportunity to play an integral role in the firm's growth and success.

We are different

Genuinely independent, where IFA's are not forced to use certain investment strategies or to sell from a limited portfolio of products - the client comes first and our client have no restrictions on making sure they get the best solution.

Their people are their most important asset - your voice will be heard and you will be involved in shaping the future of the business

As the IFA market consolidates, they intend to be a key player - they will grow by doing it right and by looking after their clients.

What they can offer you

They are whole of market IFAs and aim to deliver quality advice at a fair price.
They offer the flexibility for either homebased working or working out of one of their small, friendly offices if preferred.
The culture of their organisation has a real 'family feel' which makes it a really great place to work, with excellent support from other areas of the group.
Advisers can get on with doing what they do best; looking after existing clients and generating new business.
Competitive financial terms
Full admin and paraplanner support report writing is provided
Support with marketing and generating new clients
Access to industry leading software (Intelligent Office (Intelliflo), Cashcalc, FE Analytics etc.)
Centralised investment research & analysis
Office facilities, including client meeting rooms and IT support
Full compliance support from our inhouse Compliance Team
Monthly financial reporting
A strong ethos of delivering high quality advice on a whole of market basis
Agencies with most platforms and providers and freedom of choice when making suitable recommendations
Flexible client bank "buyout" options if you are looking for a longer term exit/retirement solution