Independant Financial Advisor
3 days ago
Independent Financial Advisor,
Uncapped Earning Potential
CF30 Financial Advisor,
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 Independent Financial Advisor team, offering Financial Planning and Wealth Managementservices to clients across the country.
The role as an independent Financial Advisor is an exceptional offering and includes the following:, lead generation support, full back-office including paraplanning and admin support.
We are experiencing fantastic growth and we are looking for self-employed financial advisors to join us on our journey. Whilst we are recruiting for self-employed advisors, we want to ensure that everyone is part of the team
THE ROLE
We are recruiting Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
- Self-Employed Financial Advisor,
- 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
**REQUIREMENTS**:
- 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 already have a client book and seeking a superior proposition
- Hungry, driven and motivated individuals - wanting to earn minimum c£100,000+
**BENEFITS**:
- High Performers Holidays (Past trips have included |Prague, Dubai, Las Vegas and St Lucia)
- ALL Back-office Support & administration provided
- Freedom to manage an open book of funds
- Car allowance, office allowance all open for discussion.
- Guaranteed future buy out/Exit strategy in the future.
- Regular staff social events & team-building exercises.
Resolute Recruitment is acting as an employment business in regards to this vacancy.
**Keywords:
**IFA, indepedant, financial, advisor, financials, offering, CF30, paraplanner, administration, admin, advice, pensions, pension, invest, investing, investments, self employed, self-employed, business, wfh, working from home, national, nation, work, job, jobs,employment, warwickshire, leicestershire, nottinghamshire, derbyshire, west midlands, work from home, offering,
-
Independent Financial Advisor
5 days ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Birmingham| 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
4 days ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Birmingham | 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
4 days ago
Birmingham, United Kingdom Search Consultancy Full timeIndependent Financial Advisor Birmingham Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced...
-
Financial Advisor
4 days ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Birmingham| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...
-
Financial Advisor
3 days ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£60,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Birmingham| 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...
-
Financial Advisor
7 days ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **Birmingham | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **£60,000 - £120,000 | Un-Capped Earnings Potential** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and...
-
Financial Advisor
3 days ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis employed, home based Financial Advisor job is available within a directly authorised, IFA firm that provides leads. Their proposition includes: - Circa 5 pre-qualified leads booked into your diary per week, which should convert into 2 cases per week - Monthly bonuses upon achieving your target validation - Efficient software that pre-populates reports...
-
Financial Advisor
1 month ago
Birmingham, United Kingdom CV-Library Full timeAre you an experienced Financial Advisor in Birmingham, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...
-
Financial Advisor
8 months ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
9 months ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
6 days ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis employed, Financial Advisor job in Birmingham provides the opportunity to takeover a £20m FuM client bank and grow it to £60m FuM The business has HNW clients ready to allocate to you, creating an excellent foundation for you to build upon. Your goal should be to provide excellent, holistic financial planning to clients. To enable you to grow the...
-
Independent Financial Planner
3 days ago
Birmingham, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Independent Financial Planner** **Salary: £50,000 - £65,000 + Bonus** **Location: West Midlands** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow, despite the challenges of Covid. They place an emphasis on client care and providing a tailored...
-
Experienced Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFundraising Financial Expert - Premier Jobs UK LimitedWe are seeking a highly skilled Financial Advisor to join our team in Birmingham. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work independently and as part of a team.The role involves managing a comprehensive portfolio of...
-
Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeKey Opportunity for a Financial Advisor in Birmingham:We are seeking an experienced and ambitious Financial Advisor to join our team, working from home with a comprehensive portfolio of quality leads and existing clients. This role offers a perfect balance between personal and professional life.This is an exceptional chance to become part of a highly...
-
Financial Advisor
3 days ago
Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany OverviewErnest Gordon Recruitment Limited is a reputable recruitment agency that specializes in placing top talent in the financial services industry.We are currently seeking an experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible for providing high-quality financial advice to high-net-worth...
-
Financial Services Consultant
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
-
Financial Services Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description: Financial Services AdvisorOkailgroup is looking for a highly motivated and organized Financial Services Advisor to join our team. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively as part of a team.Key Responsibilities:Possessing a proactive and sometimes...
-
Financial Advisor
1 day ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established,the business would have a long term aim for you to be writing £300k gross pa. This exciting position...
-
Independent Financial Advisor
4 weeks ago
Birmingham, United Kingdom Ferguson Dean Full timeJob Description A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio.The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands.As such they require an Adviser to take over a portfolio of c. £25m AUM.All clients and technical support...
-
Independent Financial Advisor
4 weeks ago
Birmingham, United Kingdom Ferguson Dean Full timeA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio.The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands.As such they require an Adviser to take over a portfolio of c. £25m AUM.All clients and technical support would be...