Skip to main content
Post your CV and find your next job on Indeed!

Investment jobs in Ashmore

Sort by: -
    • Recommend suitable investment solutions in line with client needs and regulatory requirements.
    • Sound technical knowledge of financial products, investment…
    • Advising across pensions, investments, protection, and wider planning needs.
    • Recruit UK is delighted to be partnering with a modern Financial Planning business…
  • View similar jobs with this employer
    • As a Trading Services Associate within the Loan Trading Documentation team, you will be responsible for secondary trade closing support.
    • As a Prime Financial Services - Client Service Analyst within JP Morgan Chase, you will join a client-facing Middle Office team supporting synthetic Prime…
    • 25 days annual leave per year (plus bank holidays).
    • Buy/Sell holiday policy up to 5 days either way.
    • Pension Scheme via Royal London.
    • We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time.
    • HOURS:* 40 hours per week.
    • You’ll work closely with franchisees at every stage of their journey - from initial training and launch through to ongoing…
    • Competitive salary from day one.
    • Tracking and reporting on Capital Expenditure, from purchase requisitions through to invoicing.
    • Advising on a range of financial products and investment solutions.
    • Independent Financial Adviser (IFA) Dorset (Hybrid Working), Existing Client base, pre-…
    • Street Cranexpress is a family-run, innovative British business with 50 years' experience in the lifting equipment sector.
    • Free Holiday on your Birthday.
    • An established and growing wealth management firm is seeking a Client Support Team Leader to manage their administration and PA support function, ensuring…
    • It is essential that you are a CCAB or equivalent qualified accountant with proven experience in property based investment finance and a thorough understanding…
    • Support the day-to-day administration for a portfolio of funds, likely to include private equity and debt investment strategies.
    • As part of this journey, the organisation is seeking to appoint an Interim Finance Transformation Manager to lead a programme of finance improvements designed…
    • We're keen to speak with Diploma-qualified paraplanners, with Chartered status ideally, who have strong technical knowledge across pensions, investments,…

Job Post Details

Independent Financial Advisor - job post

Swarm Recruitment
Dorset•Hybrid work
£35,000 - £60,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Pay

  • £35,000 - £60,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • Monday to Friday

Location

Dorset•Hybrid work

Benefits

Pulled from the full job description

  • Financial planning services
  • Annual leave
  • Employee discount
  • Sick pay
  • Free parking
  • Company pension
  • Private medical insurance

Full job description

Job Title: Independent Financial Advisor

Location: Dorset/Hampshire

Basic Salary: Up to £60,000

Hours: Mon - Fri/Flexible

About our client and the role:

Swarm Recruitment are delighted to be supporting the recruitment of an Independent Financial Adviser on behalf of a well-established Chartered financial planning practice with an outstanding reputation for delivering high-quality, personalised financial advice across Dorset and the surrounding areas. Proudly independent, the practice is committed to helping clients achieve their financial goals through tailored advice, long-term relationships and exceptional service. Its values of professionalism, partnership, transparency and quality are at the heart of everything it does, and its Chartered status reflects a commitment to maintaining the highest standards of professionalism, ethics and client care.

Joining the practice means becoming part of a collaborative, client-focused team where advisers are given the support and autonomy to thrive. You'll inherit an established client bank with fully diarised meetings, benefit from a centralised investment proposition with the flexibility to recommend off-panel solutions where appropriate, and be supported by experienced paraplanners, administrators and compliance professionals. Alongside flexible hybrid working, exam support and an excellent benefits package, the firm offers an environment where the focus is firmly on delivering quality financial planning and building lasting client relationships, rather than chasing sales targets.

Salary & Benefits:

  • £35,000 - £60,000 dependent upon experience
  • Annual bonus
  • 25 days annual leave plus bank holidays
  • Study Support
  • Company Pension
  • PMI
  • Health & wellbeing programme
  • Parking
  • Company events
  • Enhanced sick pay

Working Hours & location:

  • Monday - Friday
  • Working hours as required
  • Hybrid - flexible as required

Experience:

  • A minimum of 2 years experience as an Independent Financial Adviser, Financial Planner or Wealth Adviser within an independent financial planning environment.
  • Level 4 Diploma qualified as a minimum (working towards Chartered status would be advantageous but not essential).
  • A proven ability to build and maintain long-term client relationships through excellent communication and service.
  • Experience conducting holistic financial reviews and delivering tailored financial planning advice across pensions, investments and protection.
  • Sound technical knowledge of financial products, investment solutions and current FCA regulations.
  • Comfortable developing new business through networking, referrals and professional connections.
  • Strong organisational skills, with the ability to manage a busy client diary and prioritise workloads effectively.
  • A proactive, professional and client-focused approach, with a genuine passion for delivering outstanding financial advice.

Role Responsibilities:

  • Manage and develop relationships with an existing portfolio of clients, providing a consistently high level of service.
  • Meet with clients to conduct regular reviews and discuss new financial planning opportunities
  • Understand clients' financial circumstances and objectives to deliver tailored financial planning advice.
  • Recommend suitable investment solutions in line with client needs and regulatory requirements.
  • Build strong relationships with professional introducers, including solicitors and accountants, and support business development activities.
  • Continue to grow your client portfolio through referrals, networking and other agreed business development initiatives.
  • Keep up to date with financial products, industry developments and FCA regulations.
  • Maintain accurate client records and documentation, ensuring all advice remains compliant.
  • Provide ongoing support to clients, keeping them informed of any changes that may impact their financial plans.
  • Contribute to the continuous improvement of processes and the overall client experience.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Pay: £35,000.00-£60,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Employee discount
  • Financial planning services
  • Free parking
  • Private medical insurance
  • Sick pay

Experience:

  • Financial Advisor, Financial Planner or Wealth Adviser: 2 years (required)

Work Location: Hybrid remote in Dorset

Let Employers Find YouUpload Your Resume