Financial Advisor

4 days ago


Milton Keynes, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

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

**£10m AUM Client Book Provided**

**Milton Keynes| 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



  • Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    We are seeking a highly skilled Senior Financial Analyst to join our central finance team in Milton Keynes. This is a newly created role due to the growth of our financial-advisor firm, and you will play a key part in providing a quality service to internal and external customers.You will provide financial and management information, highlighting areas of...


  • Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    We are looking for a talented Financial Services Professional to join our finance team in Milton Keynes. As a key member of our team, you will play a vital role in providing high-quality financial services to our clients.Your primary responsibilities will include:Providing financial and management information to support business decisionsIdentifying areas...


  • Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    We are seeking an experienced Accounting and Finance Expert to join our finance team in Milton Keynes. As a key member of our team, you will play a vital role in providing high-quality financial services to our clients.Your primary responsibilities will include:Providing financial and management information to support business decisionsIdentifying areas for...


  • Milton Keynes, United Kingdom Vision-FS Recruitment Full time

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


  • Milton Keynes, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Milton Keynes | 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,...


  • Milton Keynes, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£100,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Milton Keynes | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma...


  • Milton Keynes, Milton Keynes, United Kingdom Bevel Financial Full time

    We have an exciting opportunity for a skilled Financial Controller Specialist to join our central finance team in Milton Keynes. This newly created role will play a key part in the provision of high-quality financial services to internal and external customers.About the RoleProvide accurate and timely financial information to support business...

  • Financial Advisor

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Redefined Ltd Full time

    Unlock Your Potential as a Financial Advisor in Milton KeynesWe are seeking a talented individual to join our team as a financial advisor in Milton Keynes. As a leading accounting firm, we offer a supportive and challenging environment where you can grow your skills and knowledge.A career in Team Tax is about providing expert financial guidance and advice to...

  • Financial Advisor

    2 days ago


    Milton Keynes, United Kingdom Reed Insurance Full time

    My Client one of the UK's leading, purely fee based, Independent Financial Advisers (IFA) are in the process of recruiting for a skilled Employed Financial Advisor to support the client Bank and develop new ones.This is a Senior Manager/Advisor appointmentwhere the client has a number of opportunities across their office locations to deliver a high-quality...


  • Milton Keynes, Milton Keynes, United Kingdom Leaders Romans Group Full time

    About the RoleWe are recruiting for a Financial Services Expertise Advisor to join our esteemed team at the Leaders Romans Group. As a key role within our estate agency group, you will be responsible for securing lending, protection and general insurance business, as well as developing new revenue streams.The ideal candidate will have fully CeMAP qualified...


  • Milton Keynes, mk15 8hg, United Kingdom Volkswagen Financial Services (UK) Limited Full time

    Senior Collections Advisor - Milton Keynes Senior Collections Advisor Milton Keynes Salaries start at £26,447 + Excellent Benefits Full Time Permanent Close date: 6th January 2025 We're currently recruiting for a Senior Collections Advisor to join our Customer Operations team in Milton Keynes. You'll be working in a great team, for an iconic brand...


  • Milton Keynes, mk15 8hg, United Kingdom Volkswagen Financial Services (UK) Limited Full time

    Credit Assessment Advisor - Milton Keynes Credit Assessment Advisor Full Time Permanent role Salary from £26,447, 27 days holiday plus bank holidays, Company Car, onsite parking and wellbeing centre, lifestyle discounts and so much more! Closing Date: 17th December 2024 As a Credit Assessment Advisor you will gain great exposure to our sales and...


  • Milton Keynes, Milton Keynes, United Kingdom Robert Walters UK Full time

    About the OpportunityWe are looking for an experienced Finance Business Partner to join our dynamic team. As a trusted advisor to operational teams, you will bridge the gap between finance and the wider business, providing financial insights and analysis to support key decisions and drive profitability.The ideal candidate will have a strong background in...


  • Milton Keynes, United Kingdom Matt Burton Associates Full time

    MBA are currently talent looking for a Claims Advisor to join an exciting global organisation in Milton Keynes. This Claims Advisor role is an entry level position, giving an opportunity to join an organisation that will invest in your development. As a leading player in the insurance industry, our client puts their people at the heart of everything they...


  • Milton Keynes, United Kingdom Mazars Full time

    Our Accounting and Outsourcing team work to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change our teams advise clients in areas such as process and digitalisation, business...


  • Milton Keynes, MK15 8HG, United Kingdom Volkswagen Financial Services (UK) Limited Full time

    Collections & Recoveries Advisor - Milton Keynes Collections and Recoveries Advisor Full Time Permanent and Full Time Fixed Term Contract until January 2026 available. Milton Keynes (Hybrid) Salary from £24,327 (FTE) - 27 days holiday, plus bank holidays, company car scheme and so much more Closing Date: 31st December 2024 Volkswagen Financial...


  • Milton Keynes, Milton Keynes, United Kingdom Ortus Psr Full time

    Ortus Psr: A Leading Regional Wealth Management Firm">We are seeking an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.">Key Responsibilities:">">Providing administrative support to a team of financial advisors">Liaising with customers and...

  • Utility Analyst

    2 days ago


    Milton Keynes, United Kingdom Databuzz Ltd Full time

    **Utility Analyst (Financial Services) - Milton Keynes - Hybrid (Fully Flexible) - Up To £70,000 per annum (Salary Negotiable based on experience)** DataBuzz are recruiting on behalf of a prestigious organisation who is looking for Utility Analyst within Financial Services Industry. As a Utility Analyst (Financial Services), you will be expected to have...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking two Collections Advisors to join our dynamic team at Volkswagen Financial Services UK Ltd. As a key member of our collections department, you will play a vital role in achieving the best outcomes for our customers.Our mission is straightforward; To truly meet the mobility needs of people in a changing world. Our offering goes...

  • Collections Advisor

    2 days ago


    Milton Keynes, United Kingdom Quality Personnel Full time

    Are you an experienced collections advisor looking for a new opportunity? You will be providing the highest quality assistance and support for very sensitive calls with customers experiencing financial difficulties. You will require skills to be able to support the customer during this sensitive time, creating a balance of empathy whilst considering the...