At a Glance
- Tasks: Manage and transition an existing client portfolio while delivering top-notch financial advice.
- Company: Join a respected national wealth management firm with a strong growth strategy.
- Benefits: Enjoy a competitive bonus structure, car allowance, and hybrid working options.
- Other info: Be part of a diverse and inclusive culture that values authenticity.
- Why this job: Step into a unique succession plan and inherit a thriving client base.
- Qualifications: Experienced Financial Planner with strong relationship management skills.
The predicted salary is between 54000 - 66000 £ 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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Advisor (Fareham) employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Fareham)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor (Fareham)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
