Financial Advisor

JR United Kingdom; Fareham; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading firm of Independent Financial Advisors in Fareham seeks an experienced Financial Advisor to manage an existing client bank. This role offers a competitive salary, flexibility with hybrid working arrangements, and comprehensive support for delivering excellent client service. Candidates must hold a Level 4 Diploma and display strong motivation for client relations.

Benefits

Car allowance and mileage reimbursement

Bonuses

Flexible working arrangements

Qualifications

• Experienced Financial Advisor with relevant qualifications.
• Motivated to provide excellent ongoing client service.

Responsibilities

• Service existing client bank for ongoing financial planning needs.
• Provide leads from marketing initiatives and client inquiries.
• Maintain presence in office for client meetings.

Skills

Client Service

Financial Planning

Motivation

Education

Level 4 Diploma (DipFA or DipPFS)

Job description

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Financial Advisor Role in Fareham

This employed Financial Advisor job in Fareham offers an opportunity to focus on servicing an existing client bank.

The business has existing clients available for you to take over servicing for their current, ongoing, and future financial planning needs. Your purpose will be to ensure the clients continue to receive excellent service.

You will also receive leads generated from marketing initiatives, website inquiries, or re-engagement with historic clients.

Comprehensive administration and paraplanning support are provided throughout the client journey, allowing you to concentrate on financial advice.

This role requires regular presence in their office, as most clients prefer face-to-face meetings. However, the client is open to hybrid, flexible working arrangements when not in client meetings.

Candidate Requirements

• Experienced Financial Advisor
• Level 4 Diploma qualified (DipFA or DipPFS)
• Motivated to provide excellent ongoing client service

The Company

This firm of Independent Financial Advisors, established over 20 years ago, is a friendly yet highly professional team. They focus on delivering first-class service through their experienced advisors and dedicated back-office support.

Benefits

• Salary circa £60,000 plus bonuses
• Car allowance and mileage reimbursement
• Hybrid, flexible working with in-office presence 3-4 times a week for client meetings

Location

Fareham

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