Job verified 3 hours ago

Financial Planner - clients provided - Hampshire/Dorset

BWD Search & Selection·Southampton (South East England)HybridMid

£50 000 – £70 000 / year

Vox Summary

Role Description: Hire a Financial Planner with 2-5 years experience to inherit a client base of c£40M and transition additional clients over 18 months.
Requirements & Location: Candidates should be based in Hampshire or Dorset, with flexible location options, and possess relevant experience as an adviser.
Compensation & Benefits: Includes a competitive basic salary, excellent bonus structure rewarding recurring and new fees, with expected earnings of £100K+ from year two.
Company Culture & Conditions: The firm offers an excellent, client-centric culture, operates a flexible agile working policy, and is a fast-growing IFA firm following regional acquisition.

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Job description

A fast-growing, high calibre IFA firm are looking to hire a Financial Planner to their Hampshire office, following an acquisition in the region. This is an ideal opportunity for an adviser with 2-5 years experience, with a client base of c£40M to inherit straight away plus a further transition of clients over the next 18 months. The firm has an excellent culture, a client centric approach and, simply put, is a thoroughly enjoyable place to work. In addition to a competitive basic salary, the firm offers an excellent bonus structure that rewards both recurring and new fees. With the client base provided earnings can be expected to be £100K+ from year two. Location is fairly flexible as the firm has operates a very flexible agile working policy. The client base is in Hampshire and Dorset so candidates anywhere in those locations would suit.