Independent Financial Advisor
3 weeks ago
Location:
Lincoln or Surrounding Area
Nationwide Roles
Minimum Requirements: Level 4 Diploma in Regulated Financial Planning
Salary:
OTE £150k-£200k
Un-Capped Earnings Potential
YOUR NEW COMPANY
A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.
A regulated, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and pension funds.
Our client looks beyond the numbers and treat every client for what they are, a unique person with an individual outlook and set of needs.
Offering exemplary support and services to their Advisers and able to recruit IFA across the UK.
THE ROLE
Self-Employed Financial Adviser roleWorking from home | Access to officeAble to manage your own diarySpend more time with your clients.Flexible client charging structureClient access portal 24/7Un-capped earnings potentialAdviser Retirement Package
BENEFITS
Market-leading self-employed contractOTE: £100k+Market leading fee splitsc80/20%Full ownership of clients by the IFACompliance, training, and admin supportPI, FSCS fees and all other fees covered.Nil monthly Advisor costs
WHAT YOU'LL NEED TO SUCCEED
Diploma Level 4 Qualified UK Financial AdviserExperience in providing full holistic financial adviceIndividuals wanting to develop their own book of clientsSelf-sufficient and have a credible business planGood at business development or looking to build up own client book
NEXT STEPS
Click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.
Synonyms: Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
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