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Financial Planning Specialist

2 months ago

Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time
{"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.

Key Responsibilities:

* Provide financial planning and investment advice to clients
* Analyze financial data to develop strategies for meeting clients\u2019 financial goals
* Cultivate and maintain the client base and build relationships
* Network, generate leads and grasp opportunities
* Prepare or interpret financial document summaries, investment performance reports and income projections for clients
* Review client accounts and plans on a regular basis

Requirements:

* At least 12 months\u2019 experience as a Financial Advisor
* Level 4 qualified
* Up-to-date Statement of Professional Standing

Remuneration:

* Up to \u00a355,000
* Competitive bonus structure
* Clients provided
* Leads provided
* Full administration support provided
* Hybrid role

If you are a motivated and experienced Financial Advisor looking for a new challenge, please click on the Apply button and attach an updated copy of your CV.

At Vision-FS Recruitment, we are committed to providing our clients with the best possible service and our team members with the support and resources they need to succeed.

We look forward to hearing from you"}