Financial Adviser

Financial Planner - Basingstoke, South East England

Ref: 1433Friday 20 October 2023

£60,000 - £70,000

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Are you ready to take your financial advisory career to the next level? Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through. This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop their client portfolio through new client acquisition.


Salary range for a Financial adviser is £60,000 - £70,000 + Bonus


Be part of a thriving financial advisory team with a portfolio of clients and leads provided! No need to start from scratch – hit the ground running and grow your portfolio with leads provided.




Help clients realise their financial dreams and make informed investment decisions. Your expert advice can secure their financial future.

Enjoy a dynamic role that includes client consultation, financial analysis, investment strategy, portfolio management, risk management, and more.

Keep your finger on the pulse of the financial world. You'll stay ahead with market trends, economic conditions, and the latest investment opportunities.

Ensure that all financial advice provided complies with relevant regulations and ethical standards.

Establish and maintain strong, trust-based relationships with clients, earning their confidence and loyalty.

Educate clients on financial principles and strategies to empower them to make informed financial decisions.

Provide regular performance reports and updates to clients on the status of their investments and the progress toward their financial goals.


To be considered:


Level 4 Diploma qualified

Experience developing client relationships

Experience in a client facing IFA role

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