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Financial Advisor
4 months ago
**Financial Advisor | Independent Financial Advisor**
**£50,000 - £150,000 | Un-Capped Earnings**
**Client Book Provided**
**Lincoln | Surrounding Area’s**
**Level 4 Diploma | CF30 Financial Advisor**
**YOUR NEW COMPANY**
An exciting opportunity has become available with an Independent Financial Advisor business who are a Directly Authorised FCA firm. 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 client bank provided, access to ongoing leads, lead generation support, back-office 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.
- Self-Employed Financial Advisor
- Un-capped earnings potential
- Existing client bank provided
- 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
- Build your own long-term client book
- Increase your recurring income
- Work from home
- Manage your own diary
- Paraplanning and admin support
**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 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
