Senior Financial Planner – Fareham / Hybrid - £80,000 + bonus
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in Fareham. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm’s continued growth strategy.
The Opportunity
Following a recent acquisition, the current business owner is planning to retire within the next 12 months, creating a clear pathway for an incoming advisor to take over an established portfolio. You will work closely with the existing principal during the transition, ensuring a smooth handover of client relationships and long-term continuity.
The firm continues to grow through both acquisitions and organic expansion, offering strong long-term career stability and progression.
The Role
* Manage and transition an existing client portfolio
* Deliver holistic, high-quality financial planning advice
* Build trusted relationships with clients during the succession period
* Identify and develop new business opportunities
Package & Benefits
* Year 1: No validation target, with 35% bonus on new business
* Year 2+: Bonus structure based on exceeding validation (3x salary)
* Additional bonus for transferring client assets
* £4,200 car allowance
* 5% flexible benefits pot
* Hybrid working model
About You
* Experienced Financial Planner with a strong track record
* Ideally managing or capable of introducing a client bank (~£10m AUM+)
* Strong relationship management and client-facing skills
* Chartered status preferred (or working towards)
* Professional, credible, and confident in managing succession transitions
This is an excellent opportunity for an advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm.
Please contact samantha.durbridge@idexconsulting.com for more information
Senior Financial Planner – Fareham / Hybrid - £80,000 + bonus