Independent Financial Advisor

7 days ago


Guildford, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**Guildford | Nationwide Roles**

**Level 4 Diploma | CF30 Financial Advisor**

**£60,000 - £120,000 | Un-Capped Earnings Potential**

**YOUR NEW COMPANY**

This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and Wealth Management services to HNW and UHNW clients.

The group will soon become a c£5b AUM business with average advisers managing books of c£50m in AUM. The role is for IFA’s who enjoy business development and should appeal to ambitious, hard-working individuals with exceptional networking skills.

**THE ROLE**

The business is looking for Diploma Level 4 Qualified Financial Advisor | IFA | Private Banker | Wealth Manager with minimum of between 2-5 years’ experience in a CF30 UK Financial Advisor role.
- Independent Financial Advisor
- £60,000 - £120,000 Basic + Bonus
- IFA and Wealth Management Business
- Develop new clients and contacts
- Access to Business Development support team
- Build your own AUM and recurring income
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Access to Marketing, Client Events and Seminars
- Training and Development
- Powerful back-office tools allowing live client portfolio valuations
- Marketing, IT and back-office support
- State of the art IT and business processing system
- Paraplanning and admin support
- Working from home or access to office
- Un-capped earnings potential

**WHAT YOU'LL NEED TO SUCCEED**
- Diploma Level 4 Qualified UK Financial Advisor
- 2-5 years minimum experience as a Financial Advisor | Wealth Manager | Private Banker
- If you enjoy a client following between £10m to £50m
- Individuals wanting to develop their own business and clients
- Self-sufficient and have a credible business plan
- Good at business development or looking to build up 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£150,000+

**NEXT STEPS**

**Synonyms**: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning



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