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Financial Advisor – South Coast (Portsmouth/Southampton/Bournemouth)

Pinstripe Personnel · Portsmouth

70,000 - 85,000 GBP/year 🇬🇧 English

Job description

About the role

Join an award‑winning financial planning firm with over 25 years of reputation, serving personal and corporate clients across the South of England. As a Financial Advisor you will manage a loyal client base, delivering holistic advice through face‑to‑face meetings, video calls or phone conversations.

Key responsibilities

  • Conduct comprehensive financial reviews for existing clients.
  • Provide tailored financial planning advice across personal and corporate portfolios.
  • Maintain high‑quality service standards and ensure client satisfaction.
  • Collaborate with in‑house administration and paraplanning teams for seamless delivery.

Required profile

  • Minimum Diploma in finance or related field.
  • Proven experience as a Financial Adviser, Planner or Independent Financial Adviser (IFA).
  • Ambitious, driven and ready to take the next step in a financial career.

Required skills

    What we offer

    • Competitive basic salary (£70,000‑£85,000 per year) plus performance‑based bonuses.
    • Full administrative and paraplanning support.
    • Opportunities for professional development within a respected firm.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 70-85k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    26 views · 0 interested

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    Pinstripe Personnel

    Portsmouth