IFA

Pinstripe Personnel

Posted 4 days ago, valid for 17 days

Fareham, Hampshire PO17 5BL, England

Full Time

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Sonic Summary

An award-winning Chartered Independent Financial Planning firm is seeking to appoint a financial adviser or IFA in Fareham, Dorchester, or Chiswick.
The position offers a competitive OTE salary ranging from £80,000 to £100,000+ and can be office-based, hybrid, or remote.
The firm has over 20 years of experience and provides holistic financial advice to a diverse clientele, including personal and corporate clients.
Candidates must hold a minimum of a Diploma and have prior experience as a Financial Adviser or Planner, with Mortgage Advisers looking to transition into Wealth Planning also encouraged to apply.
Interested individuals should send their CV to Douglas McDougall for more information about this outstanding career opportunity.

Independent Financial Adviser

Fareham or Dorchester or Chiswick (W. London)

Hybrid or Office Based

OTE £80,000 - £100,000+

An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients.

The role can be office based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham.

In return there is a competitive, negotiable package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams.

Please send your CV to Douglas McDougall for more information on this opportunity.

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