Chartered Financial Planner

3 weeks ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time £80,000

About the Role: As a Financial Adviser or IFA with Pinstripe Personnel, you will have the opportunity to deliver high-quality financial planning services to clients, working collaboratively with our administration and management teams to achieve business objectives.

Key Responsibilities:

  • To provide expert financial planning services to clients, ensuring they receive tailored solutions to meet their needs.
  • To build strong relationships with clients, understanding their goals, and delivering results-driven advice.
  • To stay up-to-date with industry developments and best practices, maintaining professional certifications and continuing education.
  • To work collaboratively with the administration and management teams to achieve business objectives.

Requirements:

  • A minimum Diploma in Financial Planning and relevant experience as a Financial Adviser/Planner.
  • DipFA exams completed or in progress, preferably in Wealth Planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Strong analytical and problem-solving skills, with a focus on delivering results-driven solutions.

Package Details:

  • A competitive salary of £50,000 - £70,000 per annum, depending on experience.
  • A negotiable package that reflects the value we place on our employees' contributions.
  • Ongoing training and development opportunities to support your career growth.
  • A dynamic and supportive work environment that encourages collaboration and innovation.
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