Wealth Adviser — Hybrid, Uncapped Bonus & Growth

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

Benefits offered by this job

Competitive salary of £55,000 – £70,000

Uncapped 30% bonus

Company car or car allowance

Private Medical Insurance and Pension contribution

Training and development opportunities

Job summary

A reputable Wealth Management firm in Fareham is seeking a qualified Financial Adviser to take over existing client relationships and provide comprehensive financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and a proactive approach to client care. This position offers a competitive salary, uncapped bonuses, and the opportunity to inherit a client bank while benefitting from hybrid working and extensive support.

Qualifications

• Minimum 2 years’ experience providing face-to-face financial advice.
• Experience advising across pensions, investments, ISAs, and IHT planning.

Responsibilities

• Take over existing client relationships and provide high-quality financial advice.
• Support the development of new business opportunities in the region.
• Work with a full back-office team, including administration and paraplanning.

Skills

Relationship management

Financial advisory

Client care skills

Proactive approach

Education

Level 4 Diploma in Financial Planning

Job description

A reputable Wealth Management firm in Fareham is seeking a qualified Financial Adviser to take over existing client relationships and provide comprehensive financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and a proactive approach to client care. This position offers a competitive salary, uncapped bonuses, and the opportunity to inherit a client bank while benefitting from hybrid working and extensive support.