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Independent Financial AdviserRecruit UK • Fareham, England, GB
Independent Financial Adviser

Independent Financial Adviser

Recruit UK • Fareham, England, GB
30+ days ago
Job type
  • Full-time
Job description

Overview

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.

Responsibilities

  • Take over existing client relationships and provide high-quality financial advice.
  • Support the development of new business opportunities in the region.
  • Work with a full back-office team, including administration and paraplanning.
  • Focus on building relationships and delivering honest, genuine advice to create long-term financial security for clients.

Qualifications

  • 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

Benefits

  • 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
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Independent Financial Adviser • Fareham, England, GB

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