Financial Adviser

5 months ago


Fareham, United Kingdom James Phillip Financial Recruitment Full time

James Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice.

Based in Fareham.

An employed position in a company that offer financial advice to a client base of HNW clients, they are now looking for a Financial adviser to join their team to manage a client portfolio from a retiring adviser. A 'farmer' type role looking after a client bank rather than 'hunting' for new business.

Mainly office based.

Paraplanning and Sales support provided so that you are using your time the best.

Salary £40k - £50k plus bonus plus excellent benefits.

Please forward your CV for further details.

**Salary**: £40,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person



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