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Financial Advisor

2 weeks ago

London, United Kingdom Vision-FS Recruitment Full time

**Financial Advisor | Independent Financial Advisor**

**£50,000 - £100,000 | Un-Capped Earnings Potential**

**Clients + Leads Provided**

**Crystal Palace | Croydon | 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: access to ongoing leads, internal lead generation support, existing client bank, back-office support including paraplanning and admin.

**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
- £40,000-£55,000 Basic Salary
- Un-capped bonus
- Access to an existing client book
- 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
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Maintain and update knowledge of regulations, practices and financial products
- 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
- 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 convert qualified leads into new business
- 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