Financial Planner

Financial Divisions; Camberley; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading financial advisory firm is seeking Junior Financial Advisers for their Farnborough office. The role involves delivering comprehensive financial advice to high-net-worth clients, including pensions and investment planning. The firm values teamwork and provides a robust support system with experienced administrators and paraplanners. Successful candidates will gain exposure to various financial products and have the opportunity to progress in their careers through ongoing training and development.

Benefits

Bonuses

CPD opportunities

Professional development support

Qualifications

• 6–12 months of advising experience required.
• Ability to manage high-net-worth clients.
• Knowledge of pensions, investments, and tax planning.

Responsibilities

• Provide financial advice to clients across various services.
• Work with senior advisers to expand client base.
• Consult on complex financial products and solutions.

Skills

Advising experience

Client management

Pension advice

Investment planning

Job description

• Financial Adviser
• Farnborough offices (Hampshire)
• £50k - £65k plus bonuses and benefits
• 6 – 12 months of advising experience needed

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so your focus can be on being client facing.

The Managing Director requires 3 x Junior Financial Adviser in their Farnborough office who will work amongst a team of 15+ other advisers of varying abilities and levels of experience. You will report into the Head of...