Financial Adviser

2 days ago

South East England, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**Location: South East**

**Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor**

**Salary £40,000-£55,000 OTE £80,000 | Un-Capped Earnings Potential**

**YOUR NEW COMPANY**

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

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

**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 Financial Advisor
- Un-capped earnings potential
- Existing clients 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
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Maintain and update knowledge of regulations, practices and financial products
- Access to business development support team
- Able to build up a long-term client book
- Able to build your recurring income
- Able to work from home or access to office
- Manage your own diary
- Market leading IT system

**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
- Good at business development or looking to build up own 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**

**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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