Financial Advisor (Fareham)

A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in Fareham. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm's continued growth strategy.

The Opportunity
Following a recent acquisition, the current business owner is planning to retire within the next 12 months, creating a clear pathway for an incoming Advisor to take over an established portfolio. You will work closely with the existing principal during the transition, ensuring a smooth handover of client relationships and long-term continuity.
The firm continues to grow through both acquisitions and organic expansion, offering strong long-term career stability and progression.

The Role

• Manage and transition an existing client portfolio
• Deliver holistic, high-quality financial planning advice
• Build trusted relationships with clients during the succession period
• Identify and develop new business opportunities

Package & Benefits

• Year 1: no validation target, with 35% bonus on new business
• Year 2+: bonus structure based on exceeding validation (3x salary)
• Additional bonus for transferring client assets
• £4,200 car allowance
• 5% flexible benefits pot
• Hybrid working model

About You

• Experienced Financial Planner with a strong track record
• Ideally managing or capable of introducing a client bank (~£10m AUM+)
• Strong relationship management and client-facing skills
• Chartered status preferred (or working towards)
• Professional, credible, and confident in managing succession transitions

This is an excellent opportunity for an Advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm.

Please contact View email address on idexconsulting.com for more information

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.