Financial Advisor

Premier Jobs UK Limited; Fareham; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

An established independent financial advisory firm is seeking an experienced Financial Advisor to manage a significant client bank. This role allows you to focus on delivering exceptional service while receiving leads from marketing initiatives. With comprehensive administrative support, you can dedicate your time to financial planning and client engagement. The position offers hybrid working options, requiring regular office presence for client meetings. Join a friendly and professional team that prioritizes client satisfaction and enjoy a competitive salary with bonuses and additional benefits.

Benefits

Salary circa £60,000

Bonuses

Car allowance

Mileage reimbursement

Hybrid working

Qualifications

• Erfahrene Finanzberater mit einem Fokus auf exzellenten Kundenservice.
• Qualifikation auf Level 4 erforderlich.

Responsibilities

• Betreuung eines bestehenden Kundenportfolios von circa £40m.
• Bereitstellung von Finanzberatung und Unterstützung durch das Backoffice.

Skills

Financial Advisory

Client Relationship Management

Financial Planning

Education

Level 4 Diploma (DipFA or DipPFS)

Job description

This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank of circa £40m of FuM.

The Directors of the business are looking to step back, therefore will be providing you with some of their clients to undertake the ongoing financial planning servicing. Your purpose will be to ensure the clients continue to receive great service.

In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with.

Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.

To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.

Financial Advisor Requirements

• You should be an experienced Financial Advisor.
• You should be Level 4 Diploma qualified (DipFA or DipPFS).
• You should be motivated by providing clients with excellent ongoing service.

The Company

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

Financial Advisor Benefits

• Salary of circa £60,000 plus bonuses.
• Plus car allowance and mileage reimbursement.
• Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person.

Location

Fareham