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Financial Advisor

Company

17918

Location

Fareham, Hampshire

Posted

June 24, 2026

Position Overview

This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service. In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings. Financial Advisor Requirements You should be an experienced Financial Advisor You should be Level 4 Diploma qualified (DipFA or DipPFS) You should be...

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