We are working on an exclusive mandate with a culturally distinct, mid-sized IFA firm, who are on a significant growth trajectory, and are seeking a new Financial Planner for their Basingstoke office. With over £1Bn asset under influence, this firm is large enough to provide stability, yet nimble enough to put ideas and changes into place quickly. They have a professional but relaxed feel, with a genuine focus on creating long-term career opportunities for their staff and using their business to improve the lives of the clients and local community. The role is based at impressive, state of the art offices (with cafe, free gym) and you will work within a high calibre, vibrant and collegiate team. Joining a team of accomplished advisers, you will inherit a high quality existing client base (typical clients £500K+) and provide holistic, independent financial planning advice, ably supported by experienced Paraplanners. With their significant growth plans, there is plenty of scope for future career development opportunities.In addition to a competitive basic salary and comprehensive benefits package, there is a generous formulaic bonus scheme with six figure earning potential realistic in the short-medium term. The ideal candidate will be a highly driven individual, passionate about ethical, client centric, independent financial planning and about building their career in this space.Â
Back to searchFinancial Planner IFA - Basingstoke
BWD Search & Selection
Posted 2 days ago, valid for 6 days
Basingstoke, Hampshire RG22 4UY
Full Time
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Sonic Summary
- We are collaborating with a mid-sized IFA firm in Basingstoke that is experiencing significant growth and seeks a new Financial Planner.
- The firm manages over £1Bn in assets, offering stability while remaining agile enough to implement changes quickly.
- The role is situated in modern offices with amenities like a cafe and free gym, within a vibrant and professional team environment.
- Candidates should have a minimum of 3 years of experience in financial planning and will inherit a quality client base with typical clients having £500K+.
- In addition to a competitive salary, the position includes a comprehensive benefits package and a bonus scheme with six-figure earning potential.
