Location
Alresford
Salary £50000 - £120000 TypePermanent WorkplaceOn-Site Ref89091
IFA / Financial Planner / Wealth Manager
Salary: Negotiable | OTE £120k+ (Depending on AUM & Experience)
Location: Winchester, Hampshire Hybrid or Remote options available
Job Type: Full-time, Employed only
Start Date: Flexible willing to wait for the right person
Are you a highly qualified and experienced Financial Planner / IFA with a strong client bank and a passion for strategic, long-term wealth management? A growing, independent wealth management firm based in Winchester, Hampshire is looking for a senior-level IFA / Financial Planner / Wealth Manager to join their team in a pivotal role.
The Opportunity:
This is a rare opportunity to join a forward-thinking firm with a strong UK and international client base. The business is focused on organic growth and is seeking a senior adviser to help lead its UK wealth management expansion.
Youll be working directly with the majority shareholder, with a clear path to becoming Head of Financial Planning in the coming years. This is a long-term, strategic hire for someone who wants to shape the future of the business.
Key Requirements:
1. Minimum Level 4 qualified (Level 6 / Chartered / CIIM preferred)
2. £10M+ AUM client bank (unrestricted and fully documented)
3. Proven experience in financial planning, investment strategy, pension consolidation, and estate planning
4. Comfortable working in a small, tech-enabled, self-sufficient environment
5. Strong professional mindset and ability to hit the ground running
6. Experience with discretionary advice and portfolio management is highly desirable
Whats on Offer:
7. Employed role only no self-employed models
8. No bonuses instead, regular salary reviews and increases based on performance and growth
9. Flexible working hybrid or fully remote options available
10. Clear progression to Head of Financial Planning and future leadership
11. Collaborative environment work with the leadership team, not for them
12. Autonomy manage your own time, clients, and strategy
13. Supportive culture small, agile team with a focus on quality over quantity
If youre a Chartered or highly experienced Financial Planner with a strong client base and a desire to shape the future of a growing firm, wed love to hear from you.