Financial Planner

Fareham / Hampshire Area

£60,000 – £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits

An 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 service and long-term client outcomes

What’s on Offer

• Basic salary typically between £60,000 – £80,000 depending on experience, qualifications and portability

• Quarterly bonus structure

• No validation in year one

• Validation target from year two onwards at 3x salary

• Car allowance

• Existing recurring income/client portfolio provided

• Full paraplanning and administrative support

• Flexible/agile working arrangements

• Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits

Candidate Profile

• Level 4 Diploma qualified minimum

• Experience working as a Financial Planner / Financial Adviser

• Strong relationship management and client servicing skills

• Ability to generate and develop additional business opportunities

• Existing client following or introducer network advantageous but not essential

• Professional, consultative and client-focused approach

This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.