Financial Adviser

Synchronicity Group logo
Synchronicity Group
ScreenedJust posted
Hampshire
Posted 1 day ago
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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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