Independent Financial Adviser

Job

Location:

Fareham, Hampshire

Employment Type:

Permanent

Salary: £40,000 - £75,000 Per Annum

Independent Financial Advisor (IFA)

Hampshire (Occasional need to travel to Fareham for meetings and client visits)

£40,000 to £75,000 (+ Bonus & Commission)

Are you looking for a remote, client-facing advice role with regular hours? Whether you’re newly qualified or seeking a position to advance your career, our client is open to discussing a range of IFA roles with you.

We work with thousands of clients across the UK to ensure their financial advice is top-notch. Our desk-based approach offers flexibility in your working location, and we maintain regular office hours while supporting each other to get the job done.

• Establish contact with clients and gather necessary information to provide suitable advice.
• Analyse client information accurately to offer appropriate recommendations.
• Present advice clearly, explaining charges, fees, and disadvantages.
• Complete documentation thoroughly and adhere to company processes.
• Maintain client records and develop effective relationships with clients, colleagues, and product providers.

• Transferrable client bank of circa £10M AUM+
• Knowledge of the financial planning market, including products and services.
• Working knowledge of FCA rules and guidelines.
• Diploma in Financial Planning.
• IT literacy, including Microsoft Packages.
• Strong time management, problem-solving, and decision-making skills.
• Ability to work under pressure and promote a team spirit.

Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.

Apply now or reach out for a confidential discussion.