Financial Advisor

4 weeks ago

London, United Kingdom Vision-FS Recruitment Full time

Financial Advisor | Independent Financial Advisor

Locations: Nationwide Roles

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

Employed and Self Employed roles available

£55,000 - £150,000 | Un-Capped Earnings Potential


YOUR NEW COMPANY


This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor’s across the UK. Offering wealth management services to mass affluent and HNW individuals. Highly profitable group, carrying no debt, and long-standing track record in Financial Services.


THE ROLE


The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.


The business is constantly purchasing client books and has FUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.


THE ROLE



The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.


Employed or Self Employed Financial Advisor

£55,000 - £80,000 Basic Salary plus car allowance

OTE: £150,000++

Un-capped bonus

Existing client bank provided

Conduct fact find meetings with new and existing clients

Prepare sound financial plans to ensure clients meet their financial goals

Advise clients on current financial issues and make recommendations

Build strong relationships to retain existing clients

Generate new business and build introducer relationships

Access to business development support team

Manage your own diary

Market leading IT system

Work from home | access to office


WHAT YOU'LL NEED TO SUCCEED



Diploma Level 4 Qualified UK Financial Advisor

1-2 years minimum experience as a Financial Advisor

Experience of advising clients on Investments, Pension and Protection

Proven track record of success and achievements

Experience of managing client relationships

Able to manage and retain a client book

Able to further grow a client book

You may have a client book already and need a superior proposition

Hungry, driven and motivated individual - wanting to earn minimum c£100,000+



NEXT STEPS


If you are happy to apply for this position, please 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 opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.


Synonyms: Independent Financial Advisor, 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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