Financial Advisor (Fareham)

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 and 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 ..... full job details .....