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This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank of circa 40m of FuM
The Directors of the business are looking to step back, therefore will be providing you with some of their clients to undertake the ongoing financial planning servicing. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc
Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements
- You should be an experienced Financial Advisor
- You should be Level 4 Diploma qualified (DipFA or DipPFS)
- You should be motivated by providing clients with excellent ongoing service
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits
- Salary of circa 60,000 plus bonuses
- Plus car allowance and mileage reimbursement
- Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person in the office
Location
Fareham
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