Financial Adviser / IFA Adviser

Based: Fareham, Hampshire

Salary – base £50,000 – £65,000 + Bonus (depending upon qualifications)

Are you a Financial Adviser looking for your next role?

  • Would you like to have a say and share in your next company through an employee ownership trust?
  • Are you looking for full admin & paraplanning support so you can concentrate on client care?
  • Would you like to join an IFA where you can immediately have a client bank passed over to you- roughly 100-120 clients?

If so, then this may be the right role for you…

Our client is a thriving independent wealth planning firm with an enviable client bank. Due to a retiring Adviser, they are now looking for an experienced Financial Adviser to take over the retiring Adviser’s client bank

The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.

You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.

This role is all about client care and making sure the advice given to their clients has the clients best interests at heart – so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.

Additional Information

  • Hours are 9am – 5pm
  • 17 x members of staff
  • 23 x days holiday and BH
  • Employee Ownership Trust

If you would like to have more information on this unique role, then please apply.