Financial Adviser - M3/M4/M25 corridor

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Fortem Financial Management has an exciting opportunity for a Level 4 Qualified Financial Adviser.

We are company that is going through a large growth phase and looking for experienced Financial Advisers & Wealth Managers to join be part of that growth.

Our team has extensive and valuable experience within Financial Services and we offer bespoke relationship-based advice to individuals, families and businesses across Hampshire, Berkshire, Surrey, London and the South of England and looking for motivated individuals to continue to give the quality service and advice our clients have come to expect.

Location: Offices are in Basingstoke, Hampshire

What we can offer you:

  • Employed or Self Employed opportunities available with up to 90% of Advice fees to the Adviser
  • Uncapped Earnings
  • 12 month guarantee for those looking to be Self Employed
  • An existing client book
  • Middle and back office support including Administrators and Paraplanners
  • We are happy to build packages around the right people
  • Ongoing Training & Support to help you achieve your potential
  • Laptop & IT Support for remote working
  • Access to existing Professional connections network
  • Future Equity Opportunities

Who you are:

  • Qualified L4 Financial Adviser
  • Fantastic with clients with service at the forefront of what you do
  • Commutable distance to Basingstoke
  • Ambitious and looking for your next step in advice
  • Highly motivated with a strong desire to continue professional development
  • Have a passion for building long term relationships

We are a Partner Practice within St James's Place, a FTSE100 Wealth Management company and looking for Level 4 qualified financial advisers/Wealth Managers to join our team.

If you would like to know more, we would love to hear from you.

Required skills

  • Financial Advice

Application questions

Are you Level 4 Qualified?
Have you achieved CAS status in your current role?

Reference: 52468805

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