Financial Planner - clients provided - Hampshire/Dorset in Southampton

Financial Planner - clients provided - Hampshire/Dorset in Southampton

Southampton Full-Time 100000 - 125000 £ / year (est.) No working from home possible
BWD Search & Selection

At a Glance

  • Tasks: Manage and grow a client base while providing expert financial advice.
  • Company: Fast-growing IFA firm with a fantastic culture and client-centric approach.
  • Benefits: Competitive salary, excellent bonus structure, and flexible working options.
  • Other info: Enjoy a dynamic work environment with great career progression opportunities.
  • Why this job: Inherit a substantial client base and earn £100K+ from year two.
  • Qualifications: 2-5 years of experience in financial planning and strong client relationship skills.

The predicted salary is between 100000 - 125000 £ per year.

A fast-growing, high calibre IFA firm are looking to hire a Financial Planner to their Hampshire office, following an acquisition in the region.

This is an ideal opportunity for an adviser with 2-5 years experience, with a client base of c£40M to inherit straight away plus a further transition of clients over the next 18 months.

The firm has an excellent culture, a client centric approach and, simply put, is a thoroughly enjoyable place to work.

In addition to a competitive basic salary, the firm offers an excellent bonus structure that rewards both recurring and new fees.

With the client base provided earnings can be expected to be £100K+ from year two.

Location is fairly flexible as the firm has operates a very flexible agile working policy.

The client base is in Hampshire and Dorset so candidates anywhere in those locations would suit. ...

BWD Search & Selection

Contact Details:

BWD Search & Selection Recruitment Team

We think you need these skills to ace Financial Planner - clients provided - Hampshire/Dorset in Southampton

Financial Planning
Client Relationship Management
Investment Knowledge
Regulatory Compliance
Communication Skills
Sales Skills
Analytical Skills