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Financial Adviser

Synchronicity Group

Financial Adviser, Hampshire | Up to £90,000 + Bonus + Equity (flexible for the right candidate)

We are partnering with one of the UK's largest and most respected accountancy practices to expand its growing financial planning division. This is a rare opportunity for an experienced Financial Adviser to join an established, high-quality practice, with a genuine equity stake on offer, making this far more than just a job.

You get:

  • An existing client bank to inherit and develop
  • Equity stake, a genuine opportunity to share in the growth of the business
  • Bonus structure rewarding performance
  • Access to a steady flow of qualified leads through Practice offices
  • Client base typically £250k+ AUM, with significant HNW exposure
  • Full paraplanning and administrative support provided

The role:

  • Provide independent, holistic financial advice to new and existing clients
  • Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning
  • Build and maintain long-term client relationships, acting as a trusted adviser
  • Leverage introducer relationships to develop your client bank and grow revenue

About you:

  • Level 4 Diploma qualified in Financial Planning (Chartered status or working towards is a distinct advantage)
  • Mid-level Financial Adviser with a solid track record of building and managing client relationships
  • Previous experience working within or alongside an accountancy practice is desirable
  • Strong communicator, self-motivated, and able to manage your own workload effectively
  • Solid knowledge across tax, protection, pension, and investment planning
  • Candidates with an existing client following are strongly encouraged to apply

For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.