Job Description
Job Title: Financial Adviser
Location: Basingstoke
Salary: £60,000 + Bonus
Reference Number: 10587
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.
Locations
Financial Planner in Basingstoke, Hampshire employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
