Financial Planning Specialist

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Vision-FS Recruitment Full time
Unlock Your Earning Potential as a Financial Advisor

Join a leading national Financial Planning and Wealth Management Business as a Diploma Qualified Financial Advisor, where you'll have the opportunity to work with mass affluent and HNW individuals, offering wealth management services and enjoying a highly profitable environment with no debt.

Key Responsibilities:

  • Manage and retain a client book, providing financial planning and wealth management services to clients
  • Conduct fact find meetings with new and existing clients to understand their financial goals and objectives
  • Prepare and present sound financial plans to ensure clients meet their financial goals
  • Advise clients on current financial issues and make recommendations to achieve their financial objectives
  • Build strong relationships with clients to retain their business and generate new business opportunities
  • Work closely with the business development support team to access ongoing leads and lead generation support

Requirements:

  • Diploma Level 4 Qualified UK Financial Advisor
  • Minimum 2 years' experience as a Financial Advisor, with a proven track record of success and achievements
  • Experience of advising clients on investments, pensions, and protection
  • Ability to manage and retain a client book, with a strong focus on building relationships and generating new business opportunities

What We Offer:

  • Basic Salary: £55,000 - £85,000, plus car allowance
  • OTE: £150,000++
  • Un-capped bonus
  • Existing client bank provided
  • Access to business development support team
  • Market-leading IT system
  • Work from home or access to office

About Us:

Vision-FS Recruitment is a leading Financial Services Recruitment business, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment. We're passionate about connecting talented professionals with exciting opportunities in the UK FS market.



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