Independent Financial Adviser

1 week ago


Fareham, United Kingdom Pinstripe Personnel Careers Full time

Overview Independent Financial Adviser – Fareham, Dorchester, Chiswick (W. London) – Hybrid/Office Based. OTE - £100,000+ An award-winning Chartered Independent Financial Planning firm is looking to appoint a Financial Adviser/IFA. The firm has been trading for over 20 years and has an excellent reputation, providing holistic advice to a wider range of personal and corporate clients. Locations are of main offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham. In return there is a competitive, negotiable package aimed at rewarding the IFA/Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual looking for the next step in their career. Responsibilities As a Financial Adviser, you will provide tailored financial planning solutions, manage client portfolios, deliver mortgage advisory services, and support the transition from mortgage adviser to wealth planning. Qualifications Minimum of a Diploma and experience as a Financial Adviser/Planner. The role is suitable for a Mortgage Adviser who wants to move into Wealth Planning and has started working through the DipFA exams. PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity. #J-18808-Ljbffr


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