Experienced Financial Consultant
4 weeks ago
Position: Independent Financial Advisor
Location: Sutton, Surrey (office-based role)
Essential Qualifications: Minimum of 3 years' experience in financial advisory, with recent CAS status preferred.
Compensation Package: Competitive salary up to £70,000 (OTE £100K in the first year) along with a lucrative bonus structure, client and lead provision, comprehensive administrative support, and 25 days of annual leave.
ABOUT THE FIRM
A prestigious boutique financial advisory firm located in Sutton, Surrey, is looking to recruit an Independent Financial Advisor to enhance its growing team. With over 30 years of excellence in the market, this firm specializes in delivering independent advice across various financial domains, including pensions, retirement strategies, investments, and comprehensive financial planning solutions.
ROLE RESPONSIBILITIES
Reporting directly to the Managing Director, the Independent Financial Advisor will primarily engage with high-net-worth clients from a well-established and loyal client base, while also conducting regular client assessments. The role includes full paraplanning and administrative assistance.
CANDIDATE REQUIREMENTS
To be considered for the Independent Financial Advisor position, applicants must meet the following criteria:
- Minimum of 3 years' experience as a Financial Advisor
- Level 4 qualification
- Recent CAS status preferred
- Strong communication skills
- Proximity to Sutton
- Willingness to work from an office environment
COMPENSATION AND BENEFITS
- Base salary up to £70,000 (OTE £100K in the first year)
- Attractive bonus structure (NO validation required)
- Client base provided
- Leads provided
- Comprehensive administrative support
- 25 days of annual leave
- Pension scheme
- Study support
- Additional benefits available
APPLICATION PROCESS
If you are interested in this opportunity, please proceed with the application process. Ensure to attach your CV for review. One of our consultants will reach out to discuss the role further and address any inquiries you may have.
Vision-FS Recruitment is a prominent player in the Financial Services Recruitment sector, specializing in Financial Planning, Wealth Management, and Employee Benefits recruitment across the UK.
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