Wealth Financial Adviser | Flexible Remote/Office Growth

RecruitUK

Fareham

Hybrid

GBP 40,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Private Medical
Pension contribution
Flexible working arrangements
Regular 1 2 1 support and development
Instantaneous bonus

Job summary

A leading recruitment firm is seeking a qualified Financial Adviser to join a Wealth Management firm in Fareham. The ideal candidate will have a Level 4 Diploma in Financial Planning and at least 2 years of advisory experience. The role involves managing client relationships and providing financial advice. The firm offers benefits such as private medical and a pension contribution, along with flexible working arrangements. This opportunity is perfect for someone driven to succeed in a supportive environment.

Qualifications

  • Minimum 2 years of Financial Advice experience is required.
  • Driven to succeed with a hunger for future growth.
  • Experience in Financial Planning is essential; mortgage-only applicants are excluded.

Responsibilities

  • Manage client relationships to deliver financial advice and planning.
  • Provide ongoing support and development tailored to client needs.

Skills

Financial Planning
Client relationship management
Advisory experience

Education

Level 4 Diploma in Financial Planning

Job description

A leading recruitment firm is seeking a qualified Financial Adviser to join a Wealth Management firm in Fareham. The ideal candidate will have a Level 4 Diploma in Financial Planning and at least 2 years of advisory experience. The role involves managing client relationships and providing financial advice. The firm offers benefits such as private medical and a pension contribution, along with flexible working arrangements. This opportunity is perfect for someone driven to succeed in a supportive environment.
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