Financial Adviser
I'm currently partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Adviser to join their office which is based in between Portsmouth and Southampton.
This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Requirements:
- Diploma qualified as a minimum
- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate
What's on Offer:
- Hybrid/Flexi working
- Discretionary bonus + strong commission structure
- Generous annual leave + bank holidays
If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please reach out in confidence to [email protected].
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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