Financial Planning Specialist

3 days ago

South West England, United Kingdom Vision-FS Recruitment Full time

Unlock Your Potential as a Financial Planning Specialist

Join a leading National Financial Planning and Wealth Management business as a Financial Planning Specialist, where you will have the opportunity to expand your network of Diploma Qualified Financial Advisor's across the UK.

This is a unique chance to work with a highly profitable group and long-standing track record in Financial Services, currently managing £110b+ AUM.

The Role
  • As a Financial Planning Specialist, you will be responsible for advising clients in your local area and conducting fact-find meetings with new and existing clients.
  • You will prepare financial plans to ensure clients meet their goals and build your client book.
  • With access to qualified leads and 100 booked appointments P/A per adviser, you will have the opportunity to grow your recurring income.
  • Work from home and enjoy a market-leading self-employed contract with OTE: £100k+ and un-capped earnings.
  • Take advantage of back-office support and an 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 your own client book
  • You may have a client book and need a superior proposition
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 around the role.

We can also recommend other relevant opportunities to you that match your requirements.

Synonyms: Financial Planning Specialist, Wealth Management Advisor, Diploma Qualified Financial Advisor, National Financial Planning Professional, Financial Services Consultant, IFA Career Opportunity, Financial Planning and Wealth Management Expert, Financial Advisor Career Path

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

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