Financial Adviser

RecruitUK; Fareham; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Private Medical

Pension contribution

Flexible working arrangements

Regular 1 2 1 support and development

Instantaneous bonus

Job summary

A leading recruitment firm is seeking a qualified Financial Adviser to join a Wealth Management firm in Fareham. The ideal candidate will have a Level 4 Diploma in Financial Planning and at least 2 years of advisory experience. The role involves managing client relationships and providing financial advice. The firm offers benefits such as private medical and a pension contribution, along with flexible working arrangements. This opportunity is perfect for someone driven to succeed in a supportive environment.

Qualifications

• Minimum 2 years of Financial Advice experience is required.
• Driven to succeed with a hunger for future growth.
• Experience in Financial Planning is essential; mortgage-only applicants are excluded.

Responsibilities

• Manage client relationships to deliver financial advice and planning.
• Provide ongoing support and development tailored to client needs.

Skills

Financial Planning

Client relationship management

Advisory experience

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Recruit UK are working on an excellent opportunity for a Financial Adviser in Fareham to join a Wealth Management firm.

Our client is a successful Financial Adviser that is seeking a qualified individual to join his firm. Due to his continued growth, he is seeking someone with face to face experience that can manage the relationships he has worked hard to obtain.

They are a close firm with family values that run a lifestyle financial planning and wealth management operation. They pride themselves on delivering honest, genuine advice in order to build strong relationships and futures for themselves and their clients.

What’s in it for you:

• Private Medical and Pension contribution
• Christmas closure outside holiday allowance
• Full back office paraplanning and administration
• Regular 1 2 1 support and development
• Instantaneous bonus from the recurring income of the clients you will obtain
• Work from home or office based, as you desire, flexible to your changing needs

Skills and experience required

• Level 4 Diploma in Financial Planning
• Minimum 2 years Financial Advice experience, those without advice experience will not be considered for this post
• Driven to succeed, not wanting to sit back, hungry for future growth
• Experience in Financial Planning essential, mortgage only applicants will not be considered

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Fareham on a Financial Adviser role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.