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Independent Financial Advisor

4 months ago

Northampton, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**£60,000 - £100,000 | Un-Capped Earnings**

**Clients + Leads Provided**

**Northampton | Surrounding Area’s**

**Level 4 Diploma | CF30 Financial Advisor**

**YOUR NEW COMPANY**

This is an excellent opportunity to work with HNW and UHNW clients via Professional Connections ( Tax Planners, Accountants and Solicitors)

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

**THE ROLE**

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 5 years’ experience in a CF30 UK Financial Advisor role.
- Employed Financial Advisor
- Chartered status or progressing towards
- Market leading salary and bonus
- OTE £100,000
- Acces to Professional Connections ( Tax Planners, Accountants and Solicitors)
- Un-capped bonus
- Existing client bank provided
- Access to qualified leads
- Clients pre-qualified and booked into adviser’s diary
- Conduct fact find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Work from home
- Market leading IT system
- Full back-office support provided

**WHAT YOU'LL NEED TO SUCCEED**
- Diploma Level 4 Qualified UK Financial Advisor
- 5-year minimum experience as a Financial Advisor
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievements
- Enjoy converting qualified leads to new business
- 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