Financial adviser Work, Jobs in Southampton, Eng (with Salaries)

Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
Apprentice Accounting Technician
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Full-time
- Hybrid work
- Accounting
- Communication skills
- Annual leave
- Work from home
10d
Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Financial services
- Communication skills
Project Manager
Bistech Group plc —Ferndown
- Up to £55,000 a year
- Full-time
- Customer service
- Continuous improvement
- Budgeting
- Employee assistance programme
Quick apply
2d
Student Support Attendance Adviser
Brockenhurst College —Brockenhurst
- £24,617 a year
- Part-time
- Customer service
- Free parking
- Employee assistance programme
2d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Operations Manager
Now Student Living —Bournemouth
- £40,000 - £47,000 a year
- Full-time
- Sales
- Business development
- Team management
- Health & wellbeing programme
- Sick pay
Quick apply
11d
Key Accounts Strategy Manager
Nucleus Financial Group —Salisbury
- Writing skills
- Analysis skills
- Continuous improvement
- Annual leave
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Quality control
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Office Administrator/Receptionist
Deep Blue Financial Limited —Fareham
- £25,000 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Health & wellbeing programme
Quick apply
6d
Client Administrator - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Financial services
- AI
9d
Money Wellbeing Adviser
Citizens Advice New Forest —Southampton
- £26,300 - £28,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Sick pay
Quick apply
Devolution Transition Programme Manager HIWFRS624855
Hampshire & Isle of Wight Fire and Rescue Authority —Eastleigh
- Temporary
- Hybrid work
- Travel
- Budgeting
- Leadership
- Employee discount
4d
Student Recruitment Adviser (Fixed-term, Maternity Cover)
Bournemouth University —Bournemouth
- £25,249 - £28,031 a year
- Hybrid work
- University
- Recruiting
- Communication skills
- Annual leave
- Flexitime
Financial Adviser
RGH‑Global Limited —Bournemouth
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
11d
Financial Adviser
LV= Life & Pensions —Bournemouth
- Mentoring
- Computer skills
- Communication skills
- Work from home
- Employee assistance programme
12d
Private Wealth Adviser - Self-Employed
Skybound Wealth Management —Bournemouth
- Hybrid work
- Business development
Quality Assurance Specialist
Eight Financial Advice —Totton
- £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Wealth planner - Wealth Management
Barclays —Southampton
- Financial services
Paraplanner
Voyage Financial Planning —Romsey
- £30,000 - £35,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- Financial services
- Free parking
- Annual leave
Quick apply
3d

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financial adviser jobs near southampton, eng

Financial Planning Associate - Fareham

Atomos -
Fareham

Apply Now

Job details

Permanent

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial adviser jobs in southampton, eng

Financial Planning Associate - Fareham

Apprentice Accounting Technician

Client Service Account Manager - Associate

Project Manager

Student Support Attendance Adviser

Financial Planner

Operations Manager

Key Accounts Strategy Manager

Client Case Manager

Office Administrator/Receptionist

Client Administrator - Fareham

Money Wellbeing Adviser

Devolution Transition Programme Manager HIWFRS624855

Student Recruitment Adviser (Fixed-term, Maternity Cover)