Are you an experienced, Financial Adviser looking for a new role within a growing group?
If you’re looking to join a growing business where you’ll gain a strong client base and have plenty of support, then this is the role for you.
This role primarily covers the Southampton / Salisbury / Portsmouth areas, so you’ll need to be based within, or close to, these regions, please.
Where Do You Fit in?
You’ll provide high-quality, holistic financial advice to clients, building and maintaining trusted relationships and understanding their individual financial needs and objectives.
You’ll identify opportunities to support clients with their wider financial planning needs and will contribute to the growth of our business through existing relationships, referrals through your professional connections.
Working closely with our paraplanning and support teams, you’ll ensure clients receive a professional, personal, and compliant service.
Our values of Trust, Value and Respect are at the heart of our culture. You’ll be someone who genuinely puts clients first and demonstrates the highest levels of integrity in everything you do.
What’s in it for you?
- Great support and benefits: A competitive salary, excellent earning potential, a comprehensive handover, dedicated administration and paraplanning support
- An established client bank: A substantial local client bank, with opportunities to build relationships, develop new business and grow your earning potential
- Career development: Support towards Level 6/7 qualifications and Chartered Adviser Status as you continue to develop your career
What do you need to succeed?
You’ll be:
- Qualified and experienced: Level 4 Diploma in Financial Planning or Level 6, current SPS and Competent Adviser Status, with experience providing regulated advice within an IFA environment.
- Client and commercially focused: Strong relationship-building skills and a proven ability to develop existing and new business.
- Professional and organised: Excellent communication skills, good knowledge of FCA requirements, attention to detail and a collaborative approach.
Who are Argentis Wealth Management? What do we do?
This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, trading as Shackleton Advisers.
We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.
We’re looking for talented people to join our teams, to help us achieve our goals and build for the future.
We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
Financial Adviser - Hampshire & Wiltshire employer: Argentis Group Limited
Join a dynamic and award-winning investment management firm located in the heart of Bath, where you will thrive in a supportive work culture that prioritises client success and employee well-being. With competitive salaries, private medical care, and opportunities for professional growth through further qualifications, this role offers a meaningful career path in a friendly environment. Enjoy the benefits of hybrid working after your training period, all while being part of a knowledgeable team dedicated to your development.
