Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Marchwood

Sort by: -
    • A supportive environment for both aspiring advisers without CAS and those with existing advice experience.
    • Deliver tailored, independent financial advice that…
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • Deliver holistic financial planning tailored to individual client needs.
    • Keep up to date with UK financial regulations and FCA requirements.
    • View all Azets jobs - Southampton jobs
    • Salary Search: Financial Planner salaries in Southampton
    • See popular questions & answers about Azets
    • Building lasting client relationships and acting as a trusted adviser.
    • Expert led webinars on mental, physical and financial wellbeing.
    • Ensure Continuing Professional Development (CPD) certificates are accurately and efficiently distributed to attending financial advisers following Quilter-…
    • Work collaboratively with advisers and CRMs to manage handovers, priorities and deadlines.
    • Review fact finds, existing arrangements and third-party information;…
  • View similar jobs with this employer
    • Support the team with financial reporting data and preparation of timely billing.
    • Support the day-to-day operational running of the Business Advisory department…
    • Leading annual reviews and providing proactive, ongoing financial planning advice.
    • Understanding clients’ changing circumstances, objectives and financial…
  • View similar jobs with this employer
    • Collaborate Across Menzies: engaging with colleagues, advisers and senior leadership to deliver seamless client service and drive operational excellence.
  • View similar jobs with this employer
    • Our Deal Advisory team handles various financial aspects within a company, focusing on maximising shareholder value through financial planning, decision-making,…
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Liaising with other client advisers, both internal and external, to ensure efficient provision of advice.
    • Business area Pensions Actuarial and Pension Risk…
    • Flexible working arrangements available for experienced advisers.
    • This opportunity would particularly suit an experienced Specialist Finance & Mortgage Advisor…
    • Previous experience in financial services, wealth management, financial planning or a client support/administration role.
    • Knowledge of financial products: pensions, investments and protection.
    • Highly organised, with a proactive mindset and the ability to anticipate adviser and…

People also searched:

financial advisor
financial planner
trainee financial advisor
para planner
wealth management
paraplanner
Financial Planner
Capio Recruitment
Southampton
£40,000 - £50,000 a year
Full-time
Apply now

Job details

£40,000 - £50,000 a year
Free parking, Company pension, On-site parking
Full-time
Southampton

Full job description

Job Title: Financial Planner

Location: Southampton

Salary: £40,000 to £50,000 + Bonus

The Company:

An established Independent Financial Planning firm with an excellent reputation is looking for a Financial Planner to join its growing team.

Whether you are at the start of your adviser journey or have a few years of experience and are ready to take the next step, this opportunity offers regular leads, strong earning potential and a supportive team to help you progress.

Our client combines fully independent advice with a modern approach to financial planning, placing excellent client care at the heart of the business. The firm embraces technology, including AI, to support its advisers and enhance the service it provides.

You will have the opportunity to work with existing clients and receive regular leads each month, with the firm reporting a lead conversion rate of over 70%. Full paraplanning and administration support will allow you to focus on building relationships and delivering tailored advice.

An attractive bonus scheme rewards both ongoing and new business, offering excellent earning potential as you develop your client base.

The Opportunity:

  • Regular leads provided each month, with a reported conversion rate of over 70%.
  • Access to existing clients, alongside opportunities to develop new relationships.
  • An attractive bonus scheme rewarding both ongoing and new business.
  • Full paraplanning and administration support.
  • A modern firm that embraces technology and prioritises client care.
  • A supportive environment for both aspiring advisers without CAS and those with existing advice experience.

Responsibilities:

  • Deliver tailored, independent financial advice that reflects each client’s needs and objectives.
  • Build lasting client relationships through excellent service and ongoing support.
  • Develop new client relationships from the leads provided.
  • Build professional connections and identify further opportunities to grow your client base.
  • Contribute to the continued growth of the firm.

The Required Skills:

  • Level 4 Diploma in Financial Planning or equivalent.
  • Competent Adviser Status is welcomed but is not essential.
  • Strong communication skills and a commitment to delivering excellent client care.
  • A proactive approach and the ambition to develop your career.
  • An openness to using technology as part of a modern financial planning service.

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

“INDSBWEA”

Pay: £40,000.00-£50,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • On-site parking

Work Location: In person

Let Employers Find YouUpload Your Resume