Financial Planning Specialist

23 hours ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time
Job Description

Financial Planning Specialist Position

Fareham or Dorchester or Chiswick (West London)

Hybrid or Office Based Work Arrangement

Estimated Salary: £80,000+

An award-winning Chartered independent financial planning firm seeks a highly skilled financial adviser to join their team. With over 20 years of experience, they provide holistic advice to a diverse range of personal and corporate clients.

The role can be office-based, hybrid, or remote, with offices in Fareham, Dorchester, and Chiswick available for client meetings. The administration and management team are based at the head office in Fareham.

In return for your expertise, you will receive a competitive, negotiable package that reflects your high level of service.

To be successful in this role, you will require a minimum Diploma and relevant experience as a Financial Adviser/Planner. This opportunity may suit a Mortgage Adviser looking to transition into Wealth Planning and has started working through the DipFA exams.



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