Senior Financial Advisor job in Bournemouth / Southampton - ?£18m AuM provided

The Specialists in Financial Services Recruitment

Job Details

Senior Financial Advisor Financial Advisor
Reference ID: 1424
  • Salary/OTESalary of £60,000 - £70,000 or self-employed option with guaranteed draw
  • Vacancy LocationBournemouth / Southampton
  • RemunerationEmployed, Self-Employed with Draw
  • RegionSouth West
Job description

This Senior Financial Advisor job provides the opportunity to takeover an active client bank of £18m AUM from a retiring Financial Advisor.

You will be taking over the responsibility of managing the client’s financial planning and maintaining a strong ongoing relationship. The clients are spread across the South Coast.

Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.


You would receive full paraplanning and administration support from their back-office team

Senior Financial Advisor Requirements

  • You should have 5+ years’ experience as a Financial Advisor
  • You should hold full Level 4 Diploma in Financial Planning or equivalent
  • Ideally, you should also be studying for Chartered or have held a role as a Senior Financial Advisor

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £500m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1bn AuM and are already on their way to achieving this.

Financial Advisor Benefits

  • Salary of £60,000 - £70,000 plus 20% bonus
  • Or self-employed option available with guaranteed draw / underpin that is written off after 2 years’ service. Plus, commission
  • Self-employed OTE of £70,000 - £100,000+
  • Either home, hybrid or office based
  • Joining a team of likeminded Financial Advisors and support staff


Bournemouth / Southampton

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply for this job position
Please tick this box to confirm your consent to us holding and processing your data under the terms and conditions of the Data Protection Regulations.