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Permanent

Financial Planner

Fareham
money-bag 60000.00-60000.00 Annual
3110907161
Posted Today

Financial PlannerFareham / Hampshire Area£60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + BenefitsAn excellent opportunity has arisen with one of the UK''s leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area.This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time.The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture.This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income.The Role• Service and develop an existing portfolio of private clients• Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning• Build and develop additional business opportunities through referrals, networking and existing relationships• Work closely with dedicated paraplanning, administration and compliance teams• Deliver high-quality ongoing ..... full job details .....

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