Financial Services Professional
4 weeks ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Vision-FS Recruitment. As a Financial Advisor, you will be responsible for providing expert financial advice to high net worth individuals and businesses.
About the RoleThe ideal candidate will have a Diploma Level 4 qualification in Financial Services and a minimum of 2 years' experience in a CF30 UK Financial Advisor role. You will be responsible for conducting fact find meetings with new and existing clients, preparing sound financial plans to ensure clients meet their financial goals, and working from home using our market-leading IT system.
What We Offer- A market-leading salary and bonus
- OTE in £100,000
- Existing advisers already earning £150k-£200k
- Un-capped bonus
- Existing client bank provided
- Access to qualified leads
- Clients pre-qualified and booked into adviser's diary
We are a dynamic and award-winning UK Financial Advisor | Wealth Manager with a national presence. Our company offers Financial Advice, Wealth Management services to HNW individuals, and we are looking for a talented Financial Advisor to join our team.
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Financial Services Professional
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Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...
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Financial Services Professional
2 months ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...
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Financial Services Professional
2 months ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...