Financial Adviser - Fareham, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Fareham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An Independent Financial Advisory firm in Fareham is looking to take on an employed Financial Advisor to look after clients across the Southampton and Portsmouth area.

The successful person will be able to work from home and the office but will be expectedto commute to see clients.

The team is looking to recruit an experienced qualified financial adviser with a minimum of Level 4 Diploma with a professional approach to providing advice to our existing clients.

You will be provided with an existing client portfolio to manage and develop

Basic salary (£45,000 to £55,000 depending on experience) plus bonuses based on income generated from new clients

Pension, Death in Service, PHI

You will be provided with:

First class administration and paraplanning support

Support with examinations and professional development

Flexible hours and remote working available

To be considered:

Qualified to a minimum of Level 4 Diploma

Have experience providing regulated financial advice to a varied client bank

Have a strong understanding of pensions and investment business