Diploma Qualified Advisor

1 week ago


Liverpool, Liverpool, United Kingdom Vision-FS Recruitment Full time

Unleash Your Earning Potential as a Wealth Management Consultant

Vision-FS Recruitment is excited to present an exceptional opportunity for a highly motivated and Diploma Level 4 qualified Financial Advisor to join our award-winning national Financial Planning and Wealth Management Business. This role offers a salary range of £80,000 - £130,000, with un-capped earnings potential.

About the Opportunity

You will have access to an existing client bank, ongoing leads, and lead generation support. Our business constantly purchases client books and has significant Funds Under Management (FUM) to offer new Financial Advisors to manage. You will be responsible for conducting fact find meetings, preparing financial plans, and advising clients on current financial issues.

Key Skills and Qualifications

• Diploma Level 4 qualification in UK Financial Services.

• Minimum 1-2 years experience as a Financial Advisor.

• Proven track record of success and achievements in advising clients on investments, pensions, and protection.

• Strong communication and interpersonal skills to build and maintain client relationships.



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