At a Glance
- Tasks: Manage and transition an existing client portfolio while delivering top-notch financial planning advice.
- Company: A respected national wealth management firm with a strong growth strategy.
- Benefits: Competitive salary of £80,000 plus bonuses and long-term career stability.
- Other info: Join a dynamic team with clear pathways for career progression.
- Why this job: Step into a unique opportunity to inherit and grow an established client base.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 80000 - 80000 £ per year.
Senior Financial Planner – Fareham - £80,000 + bonus 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
Financial Advisor in Hampshire employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
