Financial Services Professional

7 days ago


Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time
About the Role

We are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.

Key Responsibilities
  • Provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions to HNW clients.
  • Conduct regular client reviews and meetings, utilizing full paraplanning and administration support.
  • Occasionally work from home or the office, with a well-serviced and loyal client bank.
Requirements
  • At least 2 years' experience as a Financial Advisor.
  • Level 4 qualified.
  • CAS status within the last 12 months preferred.
  • Excellent communication skills.
  • Live in close proximity to Horsham.
What We Offer
  • A base salary of up to £60,000.
  • Competitive bonus structure.
  • Clients provided.
  • Leads provided.
  • Full administration support provided.
  • 22 days' annual leave.
  • Pension.
  • Study support.
  • Various other benefits.


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