Financial Adviser

Location Manchester
Discipline: Financial Planning, Wealth Management
Job type: Permanent
Salary: £45,000- £120,000
Contact name: Stacy Hillyer

Contact email: Stacy.Hillyer@vision-fs.co.uk
Contact phone: 07810 821904
Job ref: 32346
Published: 18 days ago
Duration: 366
Expiry date: 25 Jun 2026 23:59
Startdate: ASAP

Financial Advisor | Independent Financial Advisor

£60,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Manchester| 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, offering Financial 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 support.

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-£70,000 Basic Salary

  • Un-capped bonus

  • 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

  • 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+

 

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