Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established Wealth Management firm in Fareham.
Our client is a reputable and growing business with strong family values, offering lifestyle financial planning and holistic wealth management services. Due to continued growth, they are seeking a qualified adviser to take over existing client relationships while also supporting the development of new business opportunities in the region.
You will have the support of a full back-office team, including administration and paraplanning, allowing you to focus on building relationships and providing high-quality financial advice. The firm prides itself on delivering honest, genuine advice to create long-term financial security for its clients.
* Competitive salary of £55,000 – £70,000 (depending on experience)
* Uncapped 30% bonus (after salary validation)
* Client bank to inherit and more acquisitions to follow
* Company car or car allowance after probation
* Private Medical Insurance and Pension contribution
* EMI share scheme after probation
* Laptop, mobile phone, and mileage allowance
* 20 days holiday (increasing to 27 with service) + bank holidays + Christmas shutdown outside of holiday allowance
* Hybrid working: typically 3 days in the office and 2 from home (core Thursday)
* Full paraplanning and administrative support
* Training and development opportunities, including support toward Chartered status
Skills and Experience Required:
* Level 4 Diploma in Financial Planning / CAS status (essential)
* Minimum 2 years’ experience providing face-to-face financial advice
* Excellent relationship management and client care skills
* Experience advising across pensions, investments, ISAs, and IHT planning
* Driven and proactive approach to personal and professional growth
As specialists in financial services recruitment, we bring unique expertise, insight, and connections — whether you’re seeking your next career move or looking to hire top talent. With a network of more than 100,000 financial services professionals, Recruit UK is proud to be working with a respected Wealth Management firm on this Financial Adviser opportunity.
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