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For Companies At a Glance
- Tasks: Manage and transition an existing client portfolio while delivering top-notch financial planning advice.
- Company: Join a highly regarded national wealth management firm with a strong growth strategy.
- Benefits: Earn £80,000 plus bonuses, enjoy hybrid working, and receive a £4,200 car allowance.
- Other info: Great opportunity for career progression in a supportive and dynamic environment.
- Why this job: Step into a unique succession plan and inherit an established client base for career stability.
- Qualifications: Experienced Financial Planner with strong relationship management skills; chartered status preferred.
The predicted salary is between 80000 - 80000 £ per year.
A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in Fareham. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm’s continued growth strategy.
The Opportunity
Following a recent acquisition, the current business owner is planning to retire within the next 12 months, creating a clear pathway for an incoming advisor to take over an established portfolio. You will work closely with the existing principal during the transition, ensuring a smooth handover of client relationships and long-term continuity. The firm continues to grow through both acquisitions and organic expansion, offering strong long-term career stability and progression.
The Role
- Manage and transition an existing client portfolio
- Deliver holistic, high-quality financial planning advice
- Build trusted relationships with clients during the succession period
- Identify and develop new business opportunities
Package & Benefits
- Year 1: No validation target, with 35% bonus on new business
- Year 2+: Bonus structure based on exceeding validation (3x salary)
- Additional bonus for transferring client assets
- £4,200 car allowance
- 5% flexible benefits pot
- Hybrid working model
About You
- Experienced Financial Planner with a strong track record
- Ideally managing or capable of introducing a client bank (~£10m AUM+)
- Strong relationship management and client-facing skills
- Chartered status preferred (or working towards)
- Professional, credible, and confident in managing succession transitions
This is an excellent opportunity for an advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm.
Please contact samantha.durbridge@idexconsulting.com for more information.
Locations
Senior Financial Advisor in Fareham, Hampshire employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor in Fareham, Hampshire
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Senior Financial Advisor role.
✨Tip Number 2
Showcase your expertise! Use social media platforms like LinkedIn to share insights and engage in discussions about financial planning. This not only highlights your knowledge but also helps you build credibility in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Senior Financial Advisor in Fareham, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planner role. Highlight your experience in managing client portfolios and any relevant qualifications, like Chartered status. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share your passion for financial planning and how you can contribute to our growth strategy. Let us know what excites you about this opportunity!
Showcase Your Relationship Management Skills: Since building trusted relationships with clients is key, make sure to include examples of how you've successfully managed client relationships in the past. We love to see how you’ve developed new business opportunities and maintained long-term connections!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Senior Financial Advisor, you’ll need to demonstrate your financial acumen. Brush up on key metrics related to wealth management and be ready to discuss your past performance with figures. This shows you’re not just about the theory but have practical experience to back it up.
✨Build Rapport with the Interviewer
Since relationship management is crucial in this role, practice building rapport during your interview. Use active listening techniques and engage in meaningful conversation. Show that you can connect with clients just as easily as you can with the interviewer.
✨Prepare for Succession Questions
Given the nature of this role, expect questions about managing transitions and client relationships. Prepare examples from your past where you successfully navigated similar situations. This will highlight your capability to handle the succession smoothly.
✨Showcase Your Vision
The firm is looking for someone who can identify and develop new business opportunities. Be ready to share your vision for growing the existing client base and how you plan to contribute to the firm's growth strategy. This demonstrates your proactive mindset and alignment with their goals.