Financial Adviser

3 weeks ago


Fareham South, United Kingdom Ortus PSR Full time

An Independent Financial Advisory firm in Fareham is looking to take on an employed Financial Advisor to look after clients across the Southampton and Portsmouth area. The successful person will be able to work from home and the office but will be expected to commute to see clients.

The team is looking to recruit an experienced qualified financial adviser with a minimum of Level 4 Diploma with a professional approach to providing advice to our existing clients. You will be provided with an existing client portfolio to manage and develop

Basic salary (£45,000 to £55,000 depending on experience) plus bonuses based on income generated from new clients

Pension, Death in Service, PHI

**You will be provided with**:
First class administration and paraplanning support

Support with examinations and professional development

Flexible hours and remote working available

**To be considered**:
Qualified to a minimum of Level 4 Diploma

Have experience providing regulated financial advice to a varied client bank

Have a strong understanding of pensions and investment business


  • Financial Adviser

    4 weeks ago


    Fareham, United Kingdom Heat Recruitment Full time

    Please get in touch if you are a Financial Planner who is looking for a new company to call home. Due to an extremely fruitful period of business, we are assisting a long-standing client who is expanding their Financial Planning team. **What’s needed for me to be considered?** - Hold previous experience within an IFA / Financial Planning Practice - Must...

  • Financial Adviser

    2 days ago


    Fareham, United Kingdom Cranleigh Personnel Full time

    **Financial Adviser / IFA Adviser** Based: Fareham, Hampshire Salary - base £50,000 - £65,000 + Bonus (depending upon qualifications) **Are you a Financial Adviser looking for your next role?** - Would you like to have a say and share in your next company through an employee ownership trust? - Are you looking for full admin & paraplanning support so you...

  • Financial Adviser

    3 days ago


    South London, United Kingdom Recruit UK Full time

    **Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:London/Kent **Salary**: OTE £100,000 **Job Reference**:8864 **Are you interested in the flexibility to work remotely, but still be part of a collaborative team?** **Do you want to work for a firm where you will inherit a substantial client bank and get continued support...


  • Fareham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    _**Job Title: Trainee Financial Adviser**_ - **Location: Portsmouth area**_ - **Salary: £35,000 - £40,000**_ **About the firm** Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in...


  • Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions,...

  • Financial Advisor

    5 days ago


    Fareham, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+.As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the...

  • Financial Advisor

    18 hours ago


    Fareham, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+.As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the...

  • Financial Adviser

    1 month ago


    Fareham, Hampshire, United Kingdom Heat Recruitment Full time

    Please get in touch if you are aFinancial Plannerwho is looking for a new company to call home. Due to an extremely fruitful period of business, we are assisting a long-standing client who is expanding their Financial Planning team. The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a...

  • Financial Advisor

    2 days ago


    Fareham, South East, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+.Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing...


  • Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and...


  • Fareham, United Kingdom Financial Careers Ltd Full time

    Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...


  • Fareham, United Kingdom Ortus PSR Full time

    A whole of market IFA firm is offering an exciting opportunity for an experienced qualified financial adviser to join their successful team. As a leading independent financial adviser business, they have a large existing client bank and are looking for anemployed adviser to continue providing excellent service to the client base. On offer is a highly...

  • Financial Planner

    3 days ago


    Fareham, United Kingdom Ortus PSR Full time

    We are working with a national IFA firm that prides itself on simple holistic Financial Planning. They are looking to Recruit Diploma qualified Financial Advisers across the UK to take on an existing book of business and develop the portfolio. You will specialise in the delivery of independent financial advice and wealth management to individuals,...


  • Fareham, United Kingdom Brook Street Full time

    **Financial Services Administrator** Fareham area £22,000 - £28,000 per annum, depending on experience - Are you looking for work in the Fareham area for a growing financial company with a vibrant and close-knit team environment?_ - Do you have previous customer service and administration experience in a financial environment?_ - _ If you answered yes...

  • Financial Adviser

    1 month ago


    Doncaster, South Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions,...


  • Fareham, United Kingdom Deep Blue Financial Limited Full time

    Deep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with a small team of experienced advisers and dedicated administrative staff. We provide independent financial advice across three main areas of financial planning; Pensions, Investments and Protection. The advice that we...


  • Fareham, United Kingdom Brook Street Full time

    **Trainee Mortgage Adviser** - Fareham area_ - £21,000 per annum Trainee contract salary_ - (24,000 when qual, £30k after 1 year)_ - Are you looking for a new career where you can directly impact your own income in a sales-orientated role?_ - Are you professional, have a great eye for detail and a knack for building strong relationships?_ - Would you like...


  • Fareham, United Kingdom Huntress Full time

    **Financial Services Customer Service Administrator** £23,000 - £24,000 My client is looking for a competent and experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will provide the highest level of administration support and aspects of support to their Financial Advisers to ensure its clients'...

  • Protection Adviser

    13 hours ago


    Swindon, South West, United Kingdom Premier Jobs UK Limited Full time

    This employed Protection Adviser job in Swindon offers you hybrid working, regular flow of leads and range of protection advice needsHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be supplied regular, quality leads from their network of Financial Advisers and Mortgage Advisers who value...

  • IFA Administrator

    4 weeks ago


    Fareham, Hampshire, United Kingdom Premier Jobs UK Full time

    You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning...