Independent Financial Advisor

Sterling & Law - Hampshire is a leading, FCA-regulated financial advice practice, based in Fareham, with over 30 years of experience in the financial services sector. We specialize in helping individuals, families, business owners, and teachers achieve their financial goals through accessible and tailored financial advice. Our services include pensions and investments, financial planning, wealth management, equity release, inheritance tax and estate planning, and mortgage and protection advice.

Known for our transparent and jargon-free guidance, our experienced independent financial advisors work closely with clients to recommend the best solutions for their unique needs. Backed by numerous 5-star reviews, we are committed to empowering clients with the financial knowledge they need to make sound decisions.

This is a full-time, on-site role for an Independent Financial Advisor, located in Lee-On-The-Solent. The role involves providing expert financial advice tailored to the needs of clients, including individuals, families, and business owners. Key responsibilities include performing financial assessments, creating personalized financial plans, advising on investments, retirement planning, and estate management strategies, and ensuring compliant financial solutions. The advisor will also actively manage client relationships, monitor financial plans, and provide ongoing support to help clients achieve their financial goals.

• Strong knowledge and experience in Financial Planning and Retirement Planning
• Proficiency in Finance and Investments, with the ability to analyze market trends and recommend suitable opportunities
• Expertise in Financial Advisory, with a client-centered approach to building trust and delivering personalized advice
• Exceptional communication and interpersonal skills to simplify complex financial matters for clients
• Relevant certifications or qualifications in financial advisory or related fields (e.g., Diploma in Financial Planning, Certified Financial Planner designation) are highly beneficial
• A proven record of compliance with FCA regulations and practices
• Experience working with diverse client profiles, including individuals, families, and business owners