Financial Advisor

3 weeks ago

St Albans, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

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

**£10m AUM Client Book Provided**

**St Albans | Hertfordshire | Surrounding Area’s**

**Level 4 Diploma | CF30 Financial Advisor**

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

The business is constantly purchasing client books and has c£10m AUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.

**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
- £50,000 - £75,000 Basic Salary
- OTE: £100,000+
- Un-capped bonus
- 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
- Manage your own diary
- Work from home | access to office

**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

  • Financial Advisor

    5 days ago

    St Albans, United Kingdom Vision-FS Recruitment Full time

    Location- St Albans- Discipline: - Financial Planning, Wealth Management- Job type: - Permanent- Salary: - 50000 to 75000- Contact name: - Parvez Miah- Contact phone: - 07779150847- Published: - about 5 hours ago- Expiry date: - 31 May 2024 23:59**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM...

  • Independent Financial Advisor

    3 weeks ago

    St. Albans, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **St Albans| 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...

  • Independent Financial Advisor

    2 weeks ago

    St. Albans, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **St Albans| 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 Advisor

    2 months ago

    St Albans, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:Conduct...

  • Financial Advisor

    2 months ago

    St Albans, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:Conduct...

  • Financial Advisor

    5 days ago

    St Albans, United Kingdom Independent Resourcing Consultancy Full time

    **Financial Advisor**: - Job Reference: 1137 - Date Posted: 19 March 2024 - Recruiter: Independent Resourcing Consultancy - Location: Saint Albans, Hertfordshire - Salary: £50,000 - Bonus/Benefits: + Commission - Sector: Financial Advisers - Job Type: Permanent - Contact: Maria Inglis **Responsibilities**: - Conduct comprehensive financial assessments...

  • Financial Advisor

    2 months ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...

  • Independent Financial Advisor

    2 weeks ago

    St Albans, United Kingdom Resource Matters Ltd Full time

    Basic Up to £75k + Package + Paraplanning + Full client portfolio Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and...

  • Independent Financial Advisor

    1 week ago

    St Albans, United Kingdom Resource Matters Ltd Full time

    Basic Up to £75k + Package + Paraplanning + Full client portfolio Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and...

  • Senior Financial Advisor

    2 months ago

    St Albans, United Kingdom Click and Connect Online Limited Full time

    Senior Financial AdvisorOverview:My client is currently seeking a skilled and motivated Senior Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services...

  • Senior Financial Advisor

    1 week ago

    St Albans, United Kingdom Click and Connect Online Limited Full time

    Senior Financial Advisor Overview: My client is currently seeking a skilled and motivated Senior Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial...

  • Senior Financial Advisor

    2 months ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Overview:My client is currently seeking a skilled and motivated Senior Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:-...

  • Senior Financial Advisor

    2 weeks ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:- Conduct...

  • Senior Financial Advisor

    1 week ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Overview: My client is currently seeking a skilled and motivated Senior Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. ...

  • Senior Financial Advisor

    3 weeks ago

    St Albans, United Kingdom Click and Connect Online Limited Full time

    My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...

  • Senior Financial Advisor

    2 weeks ago

    St Albans, United Kingdom Click and Connect Online Limited Full time

    My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...

  • Senior Financial Advisor

    2 months ago

    St Albans, United Kingdom Click and Connect Online Limited Full time

    Senior FinancialAdvisorOverview:Myclient is currently seeking a skilled and motivated SeniorFinancial Advisor to join their team in the United Kingdom. Thesuccessful candidate will be responsible for providing expertfinancial advice to clients managing and growing their portfoliosand contributing to the overall success of the financial...

  • Senior Financial Advisor

    4 weeks ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...

  • Senior Financial Advisor

    2 weeks ago

    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...

  • Financial Advisor

    2 months ago

    St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities: - Conduct...