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Independent Financial Advisor

2 weeks ago

Oxford, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**£75,000 - £100,000 | Un-Capped Earnings**

**£10m FUM Client Book Provided**

**Oxford | Surrounding Area’s**

**Level 4 Diploma | CF30 Financial Advisor**

**YOUR NEW COMPANY**

An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offeringFinancial Planning and Wealth Management services to clients across the country.

The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.

The business is constantly purchasing client books and has c£10m FUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.

**THE ROLE**

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
- Employed Financial Advisor
- £50,000 - £75,000 Basic Salary
- OTE: £100,000+
- Un-capped bonus
- Existing client bank provided
- Access to new leads and clients
- Conduct fact find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Access to business development support team
- Manage your own diary
- Market leading IT system
- Work from home | access to office

**WHAT YOU'LL NEED TO SUCCEED**
- Diploma Level 4 Qualified UK Financial Advisor
- 1-2 years minimum experience as a Financial Advisor
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievements
- Experience of managing client relationships
- Able to manage and retain a client book
- Able to further grow a client book
- You may have a client book already and need a superior proposition
- Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

**NEXT STEPS**

**Synonyms**: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning