Financial Adviser, £40k + Bonuses + Benefits + Leads Provided

Posted 16 June by Clever-HR
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Role: Financial Adviser

Salary: £35,000 - £45,000

Location: Basingstoke

A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join its Basingstoke office. The company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives. You will be provided with full back office support, research and marketing, on-going training and professional development opportunities.

The Responsibilities:

  • Create a Business Plan with management and work towards agreed targets and goals
  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers
  • Generate a pipeline that meets planned business targets
  • In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner

About You:

  • Level 4 Qualified as a minimum
  • At least 2 years' experience working in a client facing role
  • Self-motivated and hungry to succeed
  • Professionalism, gravitas and integrity
  • Comfortable completing investment reports and using research tools
  • Strong communication skills with clients, administration staff and management
  • Technically sound across Pensions and Investments
  • IT Literate
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas


  • Competitive Salary + Bonus
  • Employee Benefits Scheme
  • Continued Professional Development
  • Opportunity to Progress your Career
  • Full Back Office, Marketing and Lead Generation assistance

Required skills

  • Financial Advisory
  • Holistic Financial Planning
  • Investment
  • Pensions
  • Wealth Management

Reference: 39679652

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