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Independent Financial Advisor

Employer
Vision-FS Recruitment
Location
Newport, Wales, United Kingdom
Salary
Competitive Salary
Closing date
May 27, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Advisor | Independent Financial Advisor

£50,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Isle of Wight| Surrounding Area’s

Level 4 Diploma | CF30 Financial Advisor

YOUR NEW COMPANY

This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth Management services to HNW individuals.

The role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, lead generation support, access to 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
  • 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
  • Conduct fact find meetings with new and existing clients
  • Prepare sound financial plans to ensure clients meet their financial goals
  • Work from home
  • Market leading IT system
  • Full back-office support provided

WHAT YOU'LL NEED TO SUCCEED
  • Diploma Level 4 Qualified UK Financial Advisor
  • 2-year minimum experience as a Financial Advisor
  • Experience of advising clients on Investments, Pension and Protection
  • Proven track record of success and achievements
  • Enjoy converting qualified leads to new business
  • Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

NEXT STEPS

If you are happy to apply for this position, please 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 opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.

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

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

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