Financial Planner

Recruit UK; Basingstoke and Deane; On-site; GBP 60,000 - 110,000; Full time

Benefits offered by this job

4% matched employer pension

Healthcare

Car allowance

Bonus opportunities

Job summary

Recruit UK is partnering with a leading Wealth Management firm in Hampshire to appoint a Financial Adviser based around Basingstoke. You will inherit an established client bank and have scope to grow earnings through new business and events.

You will benefit from dedicated support, events for networking, and a structure that enables growth in complex wealth planning needs.

Qualifications

• UK-regulated financial planning qualification (CII, LIBF or CISI).
• Experience advising UK clients.
• Strong technical financial planning knowledge.
• Proven ability to develop and maintain long-term client relationships.
• Commercial mindset with the ability to generate new business.
• Comfortable attending client and prospect events.

Responsibilities

• Inherit an established client bank and manage complex wealth planning needs.
• Develop new business and relationships with prospective clients.
• Attend and participate in client events to generate meetings.
• Rely on back-office and paraplanning support to focus on client relationships and growth.

Job description

Job Title: Financial Adviser

Location: Basingstoke

Salary: £60,000 + Bonus

Reference Number: 10587

Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while still having the scope to significantly grow your earnings?

We are working with a leading Wealth Management firm that is looking for a Financial Adviser to join its Hampshire team due to the upcoming retirement of an existing adviser.

Based around Basingstoke, with flexibility to cover the surrounding area and into London, you will take responsibility for an existing portfolio of clients, providing ongoing financial advice across their complex wealth planning needs.

Alongside servicing your existing client bank, you will be developing new business and building relationships with prospective clients. The firm regularly hosts events across the UK, providing advisers with opportunities to meet and engage with potential clients.

You will also benefit from an established Business Development team that handles incoming enquiries and books prospective client meetings directly into advisers' diaries

Adviser support is excellent, with dedicated back-office teams providing administration and technical support, allowing you to focus your time on developing client relationships, providing advice and growing your business.

This is an excellent opportunity for an ambitious Financial Adviser who wants the security of an established client bank combined with strong earning potential and the infrastructure to grow.

What's in it for you?

• £60,000 basic salary
• First-year OTE of circa £80,000+, with £110,000+ expected from year two
• Significant additional earning potential for high performers
• Bonus opportunities, including incentives for referrals into other areas of the business
• 4% matched employer pension contribution
• Cash Plan benefit / Healthcare / 4 x DIS / Car allowance
• Full back office administration and paraplanning support
• Dedicated Business Development support, generating and booking prospective client meetings

Skills and experience required:

• UK-regulated Financial Planning qualification (CII, LIBF or CISI)
• Experience advising UK clients
• Strong technical financial planning knowledge
• Proven ability to develop and maintain long-term client relationships
• Commercial mindset with the ability and desire to generate new business
• Comfortable attending client and prospect events and developing new relationships