Financial Adviser
Job Description
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.
On offer:
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An existing client bank to inherit and develop
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Equity stake, a genuine opportunity to share in the growth of the business
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Bonus structure rewarding performance
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Access to a steady flow of qualified leads through Practice offices
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Client base with AUMs typically £250k+, with many HNW clients
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Full paraplanning and administrative support provided The role:
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Provide independent, holistic financial advice to new and existing clients
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Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning
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Build and maintain long-term client relationships, acting as a trusted adviser
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Leverage introducer relationships to develop your client bank and grow your portfolio About you:
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Level 4 Diploma qualified in Financial Planning (Chartered status or working towards is a distinct advantage)
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Mid-level Financial Adviser with a solid track record of building and managing client relationships
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Previous experience working within or alongside an accountancy practice is desirable
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Strong communicator, self-motivated, and able to manage your own workload
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Solid knowledge across tax, protection, pensions and investment planning For further details about this and many other great opportunities within Financial Services , please contact Andrew Stark at Synchronicity Wealth .
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