Financial Planning Specialist

3 weeks ago


South West England, United Kingdom Vision-FS Recruitment Full time
Join Our Team as a Financial Planning and Wealth Management Professional

We are seeking a highly skilled and experienced Financial Planning and Wealth Management Professional to join our team at Vision-FS Recruitment. As a leading Financial Services Recruitment business, we cover the UK FS market and are looking for a talented individual to help us expand our network of Diploma Qualified Financial Advisor's across the UK.

About the Role

We are looking for a Financial Planning and Wealth Management Professional with a Diploma Level 4 qualification and a minimum of 1 year of experience in providing holistic financial advice. The ideal candidate will have a strong track record of servicing clients and business development, or be looking to build up their own client book.

Key Responsibilities
  • Conduct fact-find meetings with new and existing clients
  • Prepare financial plans to ensure clients meet their goals
  • Build and grow your client book
  • Work from home with access to qualified leads and 100 booked appointments per annum
Benefits
  • Market-leading self-employed contract
  • OTE: £100k+
  • Un-capped earnings
  • Back-office support
  • Adviser retirement package
What You'll Need to Succeed
  • Diploma Level 4 Qualified
  • Financial Advisor with 1 year minimum experience
  • Experience of providing holistic financial advice
  • Good at servicing clients and business development or looking to build up own client book
Next Steps

If you are interested in this opportunity, please click on the apply button and attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have.


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