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Independent Financial Advisor

2 months ago

Sutton, United Kingdom Vision-FS Recruitment Full time

Position: Independent Financial Advisor

Location: Sutton, Surrey (office based position)

Minimum Requirements: At least 3 years’ experience as a Financial Advisor, Level 4 qualified, CAS status within the last 12 months ideal.

Salary/package: Up to £70,000 salary (OTE £100K year 1) + annual bonus + 20% of all initial fees + NO validation + clients provided + leads provided + full administration support provided + 30 days' annual leave + DIS (x 4) + Pension (5%, 5%) + study support

YOUR NEW COMPANY

An award-winning boutique Independent Financial Advisor firm based in Sutton, Surrey is keen to hire a Independent Financial Advisor to join its expanding team. The firm, which has been a market leader in Sutton for over 3 decades, provides independent advice on pensions, retirement planning, investments, savings and a full range of financial planning solutions.

THE ROLE

Reporting to the MD, the Independent Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank, along with conducting regular client reviews. The Independent Financial Advisor will have full paraplanning and administration support.

REQUIREMENTS

Applicants for the Independent Financial Advisor vacancy must have the following criteria:

  • At least 3 years’ experience as a Financial Advisor
  • Level 4 qualified
  • CAS status within the last 12 months preferred
  • Excellent communication skills
  • Live in close proximity to Sutton
  • Happy to work from an office

REMUNERATION / PACKAGE

  • A base salary of up to £70,000 (OTE £100K year 1)
  • Large annual bonus
  • 20% of all initial fees
  • NO Validation
  • Clients provided
  • Leads provided
  • Full administration support provided
  • 30 days’ annual leave
  • Pension (5%, 5%)
  • DIS (X 4)
  • Study support
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.