Financial Planning Specialist
3 weeks ago
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 RoleWe 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
- Market-leading self-employed contract
- OTE: £100k+
- Un-capped earnings
- Back-office support
- Adviser retirement package
- 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
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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