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For Companies At a Glance
- Tasks: Advise clients on financial matters and manage your own client relationships.
- Company: Dynamic financial advisory firm with a vibrant team culture.
- Benefits: Competitive salary, uncapped commission, full support, and flexible working hours.
- Other info: Enjoy a collaborative workspace and focus on results over fixed hours.
- Why this job: Join a high-performing team with immediate clients and unlimited earning potential.
- Qualifications: Level 4 qualified Advisor with a proven track record in client relationships.
The predicted salary is between 50000 - 100000 £ per year.
Location: Fareham (Covering Portsmouth, Southampton & Hampshire)
Flexibility: Full Diary Management | Results-Based Autonomy
The Opportunity: Immediate AUM & Uncapped Growth
Are you an experienced Advisor looking for the stability of an employed role without sacrificing your earning potential? We are looking for Financial Advisors to join a vibrant, high-performing team in Fareham. Unlike most "employed" roles, we provide a ready-made client book of £30m–£40m AUM from day one. We guarantee enough immediate business to put you into validation from the start, allowing you to focus on what you do best: advising.
The Financials: You Set the Bar
- Base Salary: £50,000 – £100,000 (determined by your experience and requirements).
- Validation: 3x basic salary.
- New Business & Recurring: 25% on all new business and recurring revenue (excluding house-provided clients).
- Client Transfer Bonus: If you bring a client base (£10m–£20m+), we offer a market-leading incentive:
- Up-front Payment: 25% of the recurring income paid immediately.
- Lifetime Trail: 25% of the recurring income for the life of those clients. Effectively, you are paid twice for your clients in Year 1.
Support & Environment
- Full Paraplanning Support: Dedicated technical support for all reports and research.
- Dedicated Admin: Your own administrative resource to manage the paperwork.
- Vibrant Office Hub: A collaborative workspace in the Fareham housing other successful Advisors and support staff.
- Total Flexibility: You manage your own diary. There are no fixed "desk hours"—we value results and client outcomes over time spent in the office.
What We Are Looking For
This role is ideal for a Level 4 qualified Advisor who is currently self-employed with your own clients and seeking more stability and a boost in clients and revenue, or an employed Advisor with a loyal client base looking for a better "home" and higher rewards.
Requirements & Skills:
- Diploma Status: Level 4 DipPFS (or equivalent) is essential.
- CAS: Current or recent Competent Adviser Status.
- Client Focus: A proven track record of maintaining long-term client relationships and providing holistic financial advice (Pensions, Investments, Protections).
- Entrepreneurial Mindset: The ability to manage your own workflow and treat your desk like a business within a business.
- Confidence: The ability to transition and retain clients.
Why Join Us?
We provide the clients, the office, the paraplanning, and the admin. You provide the expertise and the drive. If you want a six-figure earning potential with the backing of a massive AUM, we should talk.
Financial Advisor in Fareham employer: Fintro
Contact Detail:
Fintro Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Fareham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building relationships that can lead to opportunities.
✨Showcase Your Expertise
Consider hosting a workshop or webinar to share your financial knowledge. This not only positions you as an expert but also allows you to engage directly with potential clients. Plus, it’s a great way to demonstrate your value before they even think about hiring you!
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and tips related to financial advising. Engaging content can attract attention from potential clients and employers alike. Don’t forget to interact with comments and messages to build rapport!
✨Apply Through Our Website
If you’re keen on joining our vibrant team, make sure to apply through our website. It’s the best way to get noticed and ensures your application lands directly in front of us. We’re excited to see what you bring to the table!
We think you need these skills to ace Financial Advisor in Fareham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match our Financial Advisor role. Highlight your Level 4 qualifications and any relevant client management experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial advising and how your entrepreneurial mindset can contribute to our vibrant team. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve maintained long-term client relationships or boosted revenue in previous roles to impress us.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Fintro
✨Know Your Numbers
As a Financial Advisor, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to your past performance, such as AUM growth, client retention rates, and any relevant commission structures. Being able to discuss these confidently will show that you’re results-driven.
✨Showcase Your Client Relationships
Prepare to talk about your experience in maintaining long-term client relationships. Have specific examples ready that highlight how you've provided holistic financial advice and the impact it had on your clients. This will illustrate your client focus and ability to transition and retain clients effectively.
✨Demonstrate Your Entrepreneurial Mindset
This role requires an entrepreneurial approach, so be ready to discuss how you manage your workflow and treat your desk like a business. Share examples of how you've successfully grown your client base or adapted to changes in the market. This will show that you can thrive in a results-based environment.
✨Ask Insightful Questions
Interviews are a two-way street, so prepare some thoughtful questions about the company’s support systems, the collaborative workspace, and how they help Advisors succeed. This not only shows your interest in the role but also helps you gauge if this is the right fit for you.