Senior Financial Planner

3 weeks ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time
Pinstripe Personnel is a leading recruitment agency for financial services professionals. We are currently seeking an experienced Financial Adviser or IFA to join our client's award-winning team in Fareham, Dorchester, or Chiswick (London).

This role offers a competitive and negotiable package with an estimated OTE of £80,000+ per annum.

The successful candidate will be responsible for providing holistic advice to a wide range of personal and corporate clients. They will work in an office-based, hybrid, or possibly remote environment, utilizing the company's offices in Fareham, Dorchester, and Chiswick for client meetings. The administration and management team are based at the head office in Fareham.

In return for their hard work and dedication, the IFA/Financial Planner will receive a comprehensive benefits package and ongoing professional development opportunities. This role is ideal for a driven and ambitious individual who is looking to take their career to the next level.

To be considered for this exciting opportunity, you must have a minimum Diploma level qualification and significant experience as a Financial Adviser/Planner. A Mortgage Adviser who has started working through the DipFA exams may also find this role appealing.

The key responsibilities and requirements for this position include:
  • Providing expert financial planning advice to clients
  • Maintaining a strong understanding of industry developments and regulatory requirements


The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this rewarding opportunity.

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