Financial Advisor

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

Call
us now on 0208 0044 154 or click Apply

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