At a Glance
- Tasks: Manage an established client portfolio while developing new business relationships.
- Company: Leading Wealth Management firm with a supportive team environment.
- Benefits: Competitive salary, bonus opportunities, healthcare, and pension contributions.
- Other info: Excellent support for advisers and opportunities for career growth.
- Why this job: Join a dynamic team and grow your earnings with an established client base.
- Qualifications: UK-regulated Financial Planning qualification and experience advising clients.
The predicted salary is between 49500 - 60500 £ per year.
Location: Basingstoke
Salary: £60,000 + Bonus
Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while still having the scope to significantly grow your earnings? We are working with a leading Wealth Management firm that is looking for a Financial Adviser to join its Hampshire team due to the upcoming retirement of an existing adviser. Based around Basingstoke, with flexibility to cover the surrounding area and into London, you will take responsibility for an existing portfolio of clients, providing ongoing financial advice across their complex wealth planning needs.
Alongside servicing your existing client bank, you will be developing new business and building relationships with prospective clients. The firm regularly hosts events across the UK, providing advisers with opportunities to meet and engage with potential clients. You will also benefit from an established Business Development team that handles incoming enquiries and books prospective client meetings directly into advisers’ diaries.
Adviser support is excellent, with dedicated back-office teams providing administration and technical support, allowing you to focus your time on developing client relationships, providing advice and growing your business. This is an excellent opportunity for an ambitious Financial Adviser who wants the security of an established client bank combined with strong earning potential and the infrastructure to grow.
What’s in it for you?
- £60,000 basic salary
- First-year OTE of circa £80,000+, with £110,000+ expected from year two
- Significant additional earning potential for high performers
- Bonus opportunities, including incentives for referrals into other areas of the business
- 4% matched employer pension contribution
- Cash Plan benefit / Healthcare / 4 x DIS / Car allowance
- Full back office administration and paraplanning support
- Dedicated Business Development support, generating and booking prospective client meetings
Skills and experience required:
- UK-regulated Financial Planning qualification (CII, LIBF or CISI)
- Experience advising UK clients
- Strong technical financial planning knowledge
- Proven ability to develop and maintain long-term client relationships
- Commercial mindset with the ability and desire to generate new business
- Comfortable attending client and prospect events and developing new relationships
If you’re an experienced Financial Adviser looking for an established client bank, excellent support and the opportunity to build substantial long-term earnings, please get in touch or apply now to find out more.
Financial Planner in Basingstoke employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Basingstoke
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We think you need these skills to ace Financial Planner in Basingstoke
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 Recruit UK Careers.
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How to prepare for a job interview at Recruit UK Careers
✨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 Recruit UK Careers.
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