Independent Financial Advisor

Pinstripe Personnel; Southampton; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

Pinstripe Personnel is representing an Independent Financial Adviser role in the south of England (Fareham or Dorchester), with hybrid, office-based or remote work options. The firm is an award-winning Chartered Independent Financial Planning practice with 20+ years of experience and offices in Fareham, Dorchester and Chiswick.

OTE £80,000 - £100,000+ and a negotiable package. The ideal candidate will have a Diploma or higher and experience as a Financial Adviser/Planner; mortgage advisers

Qualifications

• Minimum of Diploma and experience as a Financial Adviser/Planner.

Responsibilities

• Provide holistic financial planning advice to personal and corporate clients.
• Meet with clients in Fareham, Dorchester or remotely as required.

Skills

Financial planning

Client relationship management

Education

Diploma

Job description

Independent Financial Adviser

Fareham or Dorchester

Hybrid or Office Based

OTE £80,000 - £100,000+

An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients.

The role can be office based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham.

In return there is a competitive, negotiable package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams.