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Independent Financial Advisor

Employer
Vision-FS Recruitment
Location
Cardiff, Cardiff County, United Kingdom
Salary
Competitive Salary
Closing date
May 31, 2024

View more

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

£100,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Nationwide Roles

YOUR NEW COMPANY

An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK.

A leading FTSE 250 UK business, highly profitable group and long-standing track record in Financial Services currently managing £110b+ AUM.

THE ROLE
  • Financial Advisor
  • Leads and clients provided
  • Qualified meetings booked into adviser’s diary
  • Access to qualified leads.
  • 100 booked appointments P/A per adviser.
  • 1 in every 3 appointments converted to business.
  • Advising clients in your local area
  • Conduct fact-find meetings with new and existing clients
  • Prepare financial plans to ensure clients meet their goals
  • Build your client book
  • Grow your recurring income
  • Work from home

BENEFITS
  • Market-leading self-employed contract
  • OTE: £100k+
  • Un-capped earnings
  • Back-office support
  • Adviser retirement package

WHAT YOU'LL NEED TO SUCCEED
  • 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
  • You may have a client book and need a superior proposition

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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