12 Aug
|
Eden Rose
|
Alberta
Job Ref
90931
Location
Wimborne
Salary
£35,000 - £60,000 Per Annum
Employment Type
Permanent
Location: Wimborne, Dorset
Type: Permanent
Job #90931
Salary: £35,000 - £60,000 Per Annum
Remote / Hybrid | South of England | Bournemouth-based Practice
Looking for the freedom of self-employment without sacrificing support?
We’re recruiting an experienced Financial Adviser to join a growing, family-run wealth management practice based in Bournemouth, offering an exceptional platform for advisers looking to build a long-term, successful business.
From day one, you’ll benefit from an existing client bank, a consistent flow of warm appointments, dedicated paraplanning and administration support, and a substantial non-recoverable income support package to help bridge the gap while you establish and grow your recurring income.
With clients located across the South of England, this is a remote/hybrid opportunity where you’ll spend your time meeting clients face-to-face and delivering holistic financial advice, supported by an experienced and collaborative team.
What’s on Offer
Substantial non-recoverable income support while you build your business
Existing client bank to service from day one
Regular warm appointments and introducer opportunities
Competitive fee splits with excellent long-term earning potential
Full paraplanning and administrative support
Marketing and business development assistance
Mentoring from experienced advisers
Client ownership opportunities
Flexible remote/hybrid working
Supportive, family-run culture with offices based in Bournemouth
About You
We’re looking for an experienced Financial Adviser who is passionate about delivering outstanding client outcomes and building long-term relationships.
You’ll Ideally Have
Level 4 Diploma qualified (or working towards with relevant experience)
Experience providing holistic financial advice
A proven track record of developing and retaining client relationships
Excellent communication and interpersonal skills
A qualified, client-focused approach
A full UK Driving Licence and willingness to travel across the South of England
If you’re looking for the flexibility of self-employment backed by genuine support, quality clients and a business that is invested in your long-term success, we’d love to hear from you.
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📌 Self Employed Financial Adviser (Alberta)
🏢 Eden Rose
📍 Alberta