Back to search
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank
The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc
Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements
- You should be an experienced Financial Advisor
- You should be Level 4 Diploma qualified (DipFA or DipPFS)
- You should be motivated by providing clients with excellent ongoing service
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits
- Salary of circa £60,000 plus bonuses
- Plus car allowance and mileage reimbursement
- Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person in the office
Location
Fareham
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
