Financial Planner

Recruit UK; Southampton; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Uncapped 30% bonus

Company car or car allowance

Private Medical Insurance

Pension contribution

EMI share scheme

Laptop and mobile phone

20 days holiday (increasing to 27 with service)

Job summary

A well-established Wealth Management firm in Fareham is seeking a qualified Financial Adviser to take over existing client relationships and support the development of new business opportunities. The role offers a competitive salary between £55,000 and £70,000, uncapped bonus, and hybrid working arrangements. Candidates should have a Level 4 Diploma in Financial Planning, at least 2 years of experience, and excellent relationship management skills. The firm values personal growth and offers comprehensive support for professional development.

Qualifications

• Minimum 2 years’ experience providing face-to-face financial advice.
• Excellent relationship management and client care skills.
• Experience advising across pensions, investments, ISAs, and IHT planning.

Responsibilities

• Take over existing client relationships.
• Support the development of new business opportunities.
• Provide high-quality financial advice.

Skills

Relationship management

Client care

Proactive approach

Financial advice experience

Education

Level 4 Diploma in Financial Planning / CAS status

Job description

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established Wealth Management firm in Fareham.

Our client is a reputable and growing business with strong family values, offering lifestyle financial planning and holistic wealth management services. Due to continued growth, they are seeking a qualified adviser to take over existing client relationships while also supporting the development of new business opportunities in the region.

You will have the support of a full back-office team, including administration and paraplanning, allowing you to focus on building relationships and providing high-quality financial advice. The firm prides itself on delivering honest, genuine advice to create long-term financial security for its clients.

• Competitive salary of £55,000 – £70,000 (depending on experience)
• Uncapped 30% bonus (after salary validation)
• Client bank to inherit and more acquisitions to follow
• Company car or car allowance after probation
• Private Medical Insurance and Pension contribution
• EMI share scheme after probation
• Laptop, mobile phone, and mileage allowance
• 20 days holiday (increasing to 27 with service) + bank holidays + Christmas shutdown outside of holiday allowance
• Hybrid working: typically 3 days in the office and 2 from home (core Thursday)
• Full paraplanning and administrative support
• Training and development opportunities, including support toward Chartered status

Skills and Experience Required:

• Level 4 Diploma in Financial Planning / CAS status (essential)
• Minimum 2 years’ experience providing face-to-face financial advice
• Excellent relationship management and client care skills
• Experience advising across pensions, investments, ISAs, and IHT planning
• Driven and proactive approach to personal and professional growth

As specialists in financial services recruitment, we bring unique expertise, insight, and connections — whether you’re seeking your next career move or looking to hire top talent. With a network of more than 100,000 financial services professionals, Recruit UK is proud to be working with a respected Wealth Management firm on this Financial Adviser opportunity.