Financial Advisor

3 weeks ago


United Kingdom Vision-FS Recruitment Full time

Financial Advisor | Independent Financial Advisor

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

Employed Role | SOUTH WALES | CARDIFF | SWANSEA | BRISTOL | BATH

£30m AUM CLIENT BOOK

  • £40,000 Base Salary £40K + Bonus £20k - servicing existing client book
  • £30m AUM CLIENT BOOK provided


YOUR NEW COMPANY


Our client has been shortlisted for “Lloyds Bank British Business Excellence Awards” "Firm of the Year" "Best Advice Network" 'Best Adviser Website' and 'Best Support Services for Advisers' etc.


Their network covers the whole financial services market by providing expert financial advice on pensions, investments, protection, and mortgages and have IFAs across the UK.


They have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for your clients.


Always put the interests of your clients first.


THE ROLE


  • Employed Financial Adviser
  • Working from home | Access to office
  • Able to manage your own diary
  • Spend more time with your clients.
  • Flexible client charging structure
  • Un-capped earnings potential
  • Adviser Retirement Package


BENEFITS


  • Base Salary £40K + Bonus £20k - servicing existing client book
  • £30m AUM CLIENT BOOK
  • 15% production bonus
  • Bonus paid twice yearly, in Jan and July.
  • Profit share scheme (discretionary)
  • £250 car allowance upon achieving CAS
  • Mileage claims monthly / 0.45p a mile
  • Access to a client book
  • c£150,000 in recurring income and c330 clients
  • Servicing clients on an annual basis
  • Role is face to face or via video
  • Access to leads
  • Able to manage your own diary
  • Compliance support
  • PI, FSCS fees and all other fees covered.
  • Nil monthly Adviser costs
  • Contractual exit strategy


WHAT YOU'LL NEED TO SUCCEED


  • Diploma Level 4 Qualified UK Financial Adviser
  • IFA who is driven, self-motivated, and eager to make a difference
  • Minimum 1-2 years industry experience as a Financial Adviser
  • Experience of advising HNW clients on Investments, Pension and Protection
  • Build and develop trusted relationships with current and potential clients.
  • All advice given to clients must be suitable, tailored and personalised to them.


NEXT STEPS


Click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.


  • Financial Advisor

    1 week ago


    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Financial Advisor

    3 weeks ago


    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Financial Advisor

    5 months ago


    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    5 months ago


    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 week ago


    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team. They offer fantastic...

  • Financial Advisor

    3 weeks ago


    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team. They offer fantastic...

  • Financial Advisor

    6 days ago


    United Kingdom Cathedral Appointments | South West Recruitment Full time €65,000

    Salary up to £65K + OTE | Hybrid / Flexible Working | Exeter Outskirts Our client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s...

  • Financial Advisor

    7 days ago


    United Kingdom Cathedral Appointments | South West Recruitment Full time €65,000

    Salary up to £65K + OTE | Hybrid / Flexible Working | Exeter Outskirts Our client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s...

  • Financial Advisor

    3 weeks ago


    United Kingdom deVere Group Full time

    Advance Your Career in Kuala Lumpur – Financial Advisor Opportunities Are you a Financial Advisor in the UK looking to make a significant career move? Join our growing team in Kuala Lumpur , one of Asia's most dynamic financial centers. This role offers the unique opportunity to manage a diverse portfolio, benefit from comprehensive training, and...

  • Financial Advisor

    2 weeks ago


    United Kingdom deVere Group Full time

    Financial Advisor Opportunities Available in Central Europe This role requires relocation to Budapest Are you a Financial Advisor looking to make a significant career move? Or a Finance Sales professional looking for a career in advisory in a new country? We are looking for highly motivated individuals to join our growing team in Budapest, one of the...

  • Financial Advisor

    2 weeks ago


    United Kingdom deVere Group Full time

    Financial Advisor Opportunities Available in Central EuropeThis role requires relocation to BudapestAre you a Financial Advisor looking to make a significant career move? Or a Finance Sales professional looking for a career in advisory in a new country? We are looking for highly motivated individuals to join our growing team in Budapest, one of the Europe's...

  • Financial Advisor

    2 weeks ago


    United Kingdom deVere Group Full time

    Financial Advisor Opportunities Available in Central EuropeThis role requires relocation to BudapestAre you a Financial Advisor looking to make a significant career move? Or a Finance Sales professional looking for a career in advisory in a new country? We are looking for highly motivated individuals to join our growing team in Budapest, one of the Europe's...

  • Financial Advisor

    3 weeks ago


    United Kingdom Fram Search Full time

    Remote: All client meetings carried out via video - must be based in the UKOpportunity to progress to boad level and share options for the right personCandidate must hold Diploma in Financial Planning & have reached CASFram are working with a well-established financial planning firm based in London. They are seeking a Financial Advisor to give advice to a...

  • Financial Advisor

    3 weeks ago


    United Kingdom Fram Search Full time

    Remote: All client meetings carried out via video - must be based in the UK Opportunity to progress to boad level and share options for the right person Candidate must hold Diploma in Financial Planning & have reached CAS Fram are working with a well-established financial planning firm based in London. They are seeking a Financial Advisor to give advice...

  • Financial Advisor

    3 weeks ago


    United Kingdom Fram Search Full time

    Remote: All client meetings carried out via video - must be based in the UKOpportunity to progress to boad level and share options for the right personCandidate must hold Diploma in Financial Planning & have reached CASFram are working with a well-established financial planning firm based in London. They are seeking a Financial Advisor to give advice to a...

  • Financial Advisor

    3 months ago


    United Kingdom TechNET IT Recruitment Ltd Full time €60,000

    Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...

  • Financial Advisor

    3 weeks ago


    United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial Advisor Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed Role | SOUTH WALES | CARDIFF | SWANSEA | BRISTOL | BATH £30m AUM CLIENT BOOK £40,000 Base Salary £40K + Bonus £20k - servicing existing client book £30m AUM CLIENT BOOK provided YOUR NEW COMPANY Our client has been shortlisted...

  • Financial Advisor

    3 months ago


    United Kingdom TechNET IT Recruitment Ltd Full time

    Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...

  • Financial Advisor

    1 week ago


    United Kingdom deVere Group Full time

    This role is based in the UAE and requires relocation. We are expanding our footprint and seeking self-motivated, entrepreneurial thinking Financial Sales and Wealth Managers to join our team in the UAE. If you are an experienced Financial Advisor, or have a proven background in sales and want to expand into the international financial arena, and are...

  • Financial Advisor

    1 week ago


    United Kingdom deVere Group Full time

    This role is based in the UAE and requires relocation. We are expanding our footprint and seeking self-motivated, entrepreneurial thinking Financial Sales and Wealth Managers to join our team in the UAE. If you are an experienced Financial Advisor, or have a proven background in sales and want to expand into the international financial arena, and are...