Financial Advisor
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bankThe business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etcComprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial adviceTo note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.Financial Advisor RequirementsYou should be an experienced Financial AdvisorYou should be Level 4 Diploma qualified (DipFA or DipPFS)You should be motivated by providing clients with excellent ongoing serviceThe CompanyThis firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.Financial Advisor BenefitsSalary of circa £70,000 plus bonusesPlus car allowance and mileage reimbursementHybrid, flexible working with need to be ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!