2 days ago Be among the first 25 applicants
This range is provided by Eden Rose. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Eden Rose
Senior Recruitment Consultant | Financial Services, Wealth Management, & Senior Appointments | Eden Rose | 07458142544
Equity Opportunity with full support and long-term succession planning to Director status.
Location: Winchester, Hampshire
Salary: Flexible, based on transferable client book
Bonus: Share of business brought in
Pension: 10% employer contribution
Working Model: Hybrid or remote available
We’re working with a boutique and forward-thinking financial advice / wealth management firm based in Winchester, Hampshire. Following a successful management buyout, the firm is now entering an exciting growth phase and is looking to bring on a highly experienced Financial Planner / Wealth Manager to help lead their UK wealth management offering.
This is a long-term strategic hire, with the potential to move into a Companies Act Director position, including equity participation.
Requirements
* Level 4 Diploma in Regulated Financial Planning (DipPFS) – essential
* Chartered status – preferred; Level 6 required if offering discretionary investment advice (e.g., CIIM)
* Must bring a fully documented client bank free of restrictive covenants
* Strong experience in financial planning and investment management
* Comfortable working in a small, self-sufficient team with a high level of autonomy
* Tech-savvy and familiar with modern financial planning tools and systems
* Looking for a long-term opportunity with leadership potential
Why Join?
* Flexible working model – hybrid or remote
* Equity participation and director-level progression
* Share of revenue from business you bring in
* Opportunity to shape the future of a growing firm with a strong international heritage and expanding UK presence
The Role
You’ll be working directly with the firm’s Managing Director, with a view to eventually head up half of the business.
Responsibilities include:
* Delivering high-quality advice across financial planning, investment strategy, pension consolidation, estate planning, and portfolio management
* Managing and growing your own client bank, with full flexibility and support
* Helping to develop the firm’s UK wealth management proposition
* Working with a tech-enabled remote team and contributing to strategic planning
* Eventually transitioning into a Head of Financial Planning role, overseeing the firm’s advisory and investment functions
This is a rare opportunity for an experienced adviser to take ownership of a growing business area, with full support and long-term succession planning in place.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Management
Referrals increase your chances of interviewing at Eden Rose by 2x
Get notified about new Financial Advisor jobs in Winchester, England, United Kingdom.
City Of Portsmouth, England, United Kingdom 3 days ago
Fareham, England, United Kingdom 1 month ago
Fareham, England, United Kingdom 10 hours ago
Southampton, England, United Kingdom 6 days ago
Portsmouth, England, United Kingdom 1 month ago
Portsmouth, England, United Kingdom 3 days ago
Portsmouth, England, United Kingdom 3 days ago
Southampton, England, United Kingdom 1 month ago
Fareham, England, United Kingdom 10 hours ago
Southampton, England, United Kingdom 5 months ago
Southampton, England, United Kingdom 2 weeks ago
Southampton, England, United Kingdom 2 months ago
Southampton, England, United Kingdom 2 days ago
Southampton, England, United Kingdom 2 days ago
Portsmouth, England, United Kingdom 1 week ago
Southampton, England, United Kingdom 10 hours ago
Southampton, England, United Kingdom 10 hours ago
Hyde, England, United Kingdom 10 hours ago
Kent, England, United Kingdom 4 hours ago
Portsmouth, England, United Kingdom 1 week ago
Westbourne, England, United Kingdom 1 month ago
Portsmouth, England, United Kingdom 1 week ago
Southampton, England, United Kingdom 4 days ago
Chandler's Ford, England, United Kingdom 2 days ago
Portsmouth, England, United Kingdom 5 days ago
Southampton, England, United Kingdom 1 week ago
Newtown, England, United Kingdom 2 weeks ago
Southampton, England, United Kingdom 6 days ago
Basingstoke, England, United Kingdom 10 hours ago
Southampton, England, United Kingdom 2 months ago
Salisbury, England, United Kingdom 1 week ago
Portsmouth, England, United Kingdom 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr