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Financial Advisor

4 months ago

Portsmouth, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**£75,000 - £100,000 | Un-Capped Bonus**

**£10m AUM Client Book Provided**

**Portsmouth | Hampshire**

**YOUR NEW COMPANY**

An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offeringFinancial Planning and Wealth Management services to clients across the country.

**THE ROLE**

We are recruiting Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
- Employed Financial Advisor
- Existing client bank provided
- Access to new leads and clients
- 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
- Work from home | access to office

**BENEFITS**
- £50,000 - £75,000 Basic Salary
- OTE: £100,000+
- Un-capped bonus
- Pension, holiday and other benefits

**WHAT YOU'LL NEED TO SUCCEED**
- Diploma Level 4 Qualified UK Financial Advisor
- 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 and retaining a client book
- Ability to generate new business opportunities
- You may already have a client book and seeking a superior proposition
- Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

**NEXT STEPS**

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