About the role
Financial Adviser, Hampshire | Up to £90,000 + Bonus + Equity (flexible for the right candidate)
We are partnering with one of the UK's largest and most respected accountancy practices to expand its growing financial planning division. This is a rare opportunity for an experienced Financial Adviser to join an established, high-quality practice, with a genuine equity stake on offer, making this far more than just a job.
On offer:
- An existing client bank to inherit and develop
- Equity stake, a genuine opportunity to share in the growth of the business
- Bonus structure rewarding performance
- Access to a steady flow of qualified leads through Practice offices
- Client base with AUMs typically £250k+, with many HNW clients
- Full paraplanning and administrative support provided
The role:
- Provide independent, holistic financial advice to new and existing clients
- Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning
- Build and maintain long-term client relationships, acting as a trusted adviser
- Leverage introducer relationships to develop your client bank and grow your portfolio
About you:
- Level 4 Diploma qualified in Financial Planning (Chartered status or working towards is a distinct advantage)
About this listing
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