I'm currently partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Adviser to join their office which is based in between Portsmouth and Southampton.

This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Requirements:

• Diploma qualified as a minimum
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate

What's on Offer:

• Hybrid/Flexi working
• Discretionary bonus + strong commission structure
• Generous annual leave + bank holidays

If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please reach out in confidence to Samantha.durbridge@idexconsulting.com.

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