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Financial advisor

Fareham
Jr United Kingdom
Financial advisor
Posted: 5h ago
Offer description

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Financial Advisor Role in Fareham

This employed Financial Advisor job in Fareham offers an opportunity to focus on servicing an existing client bank.

The business has existing clients available for you to take over servicing for their current, ongoing, and future financial planning needs. Your purpose will be to ensure the clients continue to receive excellent service.

You will also receive leads generated from marketing initiatives, website inquiries, or re-engagement with historic clients.

Comprehensive administration and paraplanning support are provided throughout the client journey, allowing you to concentrate on financial advice.

This role requires regular presence in their office, as most clients prefer face-to-face meetings. However, the client is open to hybrid, flexible working arrangements when not in client meetings.


Candidate Requirements

* Experienced Financial Advisor
* Level 4 Diploma qualified (DipFA or DipPFS)
* Motivated to provide excellent ongoing client service


The Company

This firm of Independent Financial Advisors, established over 20 years ago, is a friendly yet highly professional team. They focus on delivering first-class service through their experienced advisors and dedicated back-office support.


Benefits

* Salary circa £60,000 plus bonuses
* Car allowance and mileage reimbursement
* Hybrid, flexible working with in-office presence 3-4 times a week for client meetings


Location

Fareham


Liability and Disclaimer

While Premier Jobs UK makes reasonable efforts to ensure the accuracy of job details, including salary and benefits, we do not guarantee this information. We accept no liability for reliance on or use of such information.

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