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Independent Financial Adviser

Southampton, Hampshire
£37,500 to £60,000
Job Type
8 Sep 2022

Job Title: Independent Financial Adviser

Location: Southampton

Salary: £37,500 - £60,000 (DOE)

The Company:

An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team.

Our client offers fully independent advice on Pensions, Investments, Insurance and Mortgage as well and have a team of adviser qualified in areas such as Pension Transfers, Equity release and Long-Term Care. A very friendly team who focus on providing a Client focused approach to Financial Advice and finding every client the right financial solution.

This position will suit a successful and driven financial planner who is ambitious, and looking to progress their career with a supportive company behind them every step of the way.


- Provide an excellent service to existing clients by providing tailored advice

- To develop new lead sources by building professional and long lasting relationships and generating new business

- Building a presence in the area and building on any existing client banks

- Contribute to the growth of the organisation

The Required Skills:

- Level 4 Diploma qualified in Financial Planning

- Competent Adviser Status

- Proven track record of writing new business and building new relationships

- Proactive and driven

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

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  • Job Reference: 707317283-2
  • Date Posted: 8 September 2022
  • Location: Southampton, Hampshire
  • Salary: £37,500 to £60,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent