Wealth Planner (Hybrid) – Client Growth & Advice

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

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.