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Financial Advisor

CV-Library

Posted on Sep 7, 2021 by CV-Library

Fareham, Hampshire, United Kingdom
Accountancy
Immediate Start
£45k - £55k Annual
Full-Time

This Financial Advisor job in Fareham provides opportunity for you to focus on servicing existing clients

The Directors of the business are looking to step back, therefore will be providing you with their clients to undertake the ongoing financial planning servicing. Your purpose will be to ensure the clients continue to receive great service.

Due to the nature of their clients, pensions knowledge is essential (specific pension exams not required)

Comprehensive administration and paraplanning support is provided every step of the client journey, so that you can focus on the financial advice

Financial Advisor Requirements

* You should have 4+ years’ experience as a Financial Advisor

* You should be Level 4 Diploma qualified (DipFA or DipPFS)

* You should be motivated by providing clients with excellent ongoing service

The Company

This 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 Benefits

* Salary of £45,000 - £55,000

* Office based role

* Up to 25 days holiday plus bank holidays

* Normal working hours of 9 – 5:30pm, Monday to Friday with expectation to be flexible to meet client’s needs (flexible working pattern to accommodate)

Location

Fareham

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Reference: 214597123

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