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Independent Financial Advisor

4 months ago

Taunton, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**£90,000 - £100,000 | Un-Capped Earnings**

**Clients + Leads Provided**

**Taunton| Surrounding Area’s**

**Level 4 Diploma | CF30 Financial Advisor**

**YOUR NEW COMPANY**

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

Its unique proposition is a one stop shop for education, guidance, and advice to the employees of major corporate business in the UK. Growth to date has been driven because the company's services has become the new HR best practice for leading employers.

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 2 years’ experience in a CF30 UK Financial Advisor role.
- Employed Financial Advisor
- Market leading salary and bonus
- OTE in 1st Year: £90,000 - £100,000
- Existing advisers already earning £150k-£200k
- 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
- 1-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