Average Financial Advisor salary in Wimborne

Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition. The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region. This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week. The base salary on offer is £45,000 - £60,000, with OTE of £100,000 Company car, mobile phone, and laptop all provided The successful candidate will -  Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact FindingEducate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customersComplete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory recordBuild and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retainedBuild and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectivesIdentify and generate general insurance leads for Agents from the life customer relationships to meet relevant targetDeliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager The successful candidate will have - A full Level 4 Diploma in Financial Planning (essential)A Valid Statement of Professional Standing (strong candidates without this may be considered)Experience of delivering regulated financial advice to UK customersStrong knowledge and understanding of the financial services regulatory and compliance frameworkGood knowledge of end-to-end sales processes, systems, and toolsInnovative ideas, and will challenge themselves and others to achieve higher levels of quality and output to achieve great results for the business In return, you will receive - A Family Friendly policy to balance work and family life25 days holiday + bank holidays + buy/sell schemeContributory pension scheme, up to 20%, including your 8% contributionVoluntary benefits - private medical and dental insuranceHealth and wellbeing plan?- cashback for dentist, opticians, physio, and moreGym membership contributionAccess to savings on High Street brands, travel etcRefer a Friend £500 bonus schemeLife Assurance cover?of 4 x salaryEmployee discounts on a range of insurance policies If you're interested in the role, please click the link or email me directly at

Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition. The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region. This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week. The base salary on offer is £45,000 - £60,000, with OTE of £100,000 Company car, mobile phone, and laptop all provided The successful candidate will -  Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact FindingEducate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customersComplete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory recordBuild and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retainedBuild and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectivesIdentify and generate general insurance leads for Agents from the life customer relationships to meet relevant targetDeliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager The successful candidate will have - A full Level 4 Diploma in Financial Planning (essential)A Valid Statement of Professional Standing (strong candidates without this may be considered)Experience of delivering regulated financial advice to UK customersStrong knowledge and understanding of the financial services regulatory and compliance frameworkGood knowledge of end-to-end sales processes, systems, and toolsInnovative ideas, and will challenge themselves and others to achieve higher levels of quality and output to achieve great results for the business In return, you will receive - A Family Friendly policy to balance work and family life25 days holiday + bank holidays + buy/sell schemeContributory pension scheme, up to 20%, including your 8% contributionVoluntary benefits - private medical and dental insuranceHealth and wellbeing plan?- cashback for dentist, opticians, physio, and moreGym membership contributionAccess to savings on High Street brands, travel etcRefer a Friend £500 bonus schemeLife Assurance cover?of 4 x salaryEmployee discounts on a range of insurance policies If you're interested in the role, please click the link or email me directly at

Insurance Advisor Location: Ringwood, Hampshire (Hybrid) Salary: £24k - £28k (DOE) + Annual Bonus + Excellent Benefits Job Type: Full-Time, Permanent, Monday - Friday The Client: Our client is a well-established insurance company, specialising in home insurance for customers with complex coverage needs. The Role: As a Insurance Advisor, you will provide excellent customer service and drive new business sales through various channels. Responsibilities: Achieve sales targets.Engage with customers throughout their journey, handling mid-term adjustments and renewals.Ensure all communications and processes comply with industry regulations and maintain accuracy.Consistently adhere to company quality standards, KPIs, and SLAs. Requirements: Previously worked as a Insurance Broker, Insurance Advisor, Insurance sales executive or in a similar role.Ideally have insurance experience.Understanding of industry regulations would be beneficial.Excellent sales and customer service skills.Right to work in the UK. Shifts: Monday - Friday: 8:30am - 6:30pmSome Saturdays: 9am - 1pm Benefits: 22 days holidayPension planLife insurancefree parkingAnnual bonus scheme Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. Keywords: Insurance Broker, Insurance Advisor, Insurance sales advisor, Insurance sales executive, Insurance