Financial Adviser

Location Manchester
Discipline: Financial Planning, Wealth Management
Job type: Permanent
Contact name: Stacy Hillyer

Contact email: Stacy.Hillyer@vision-fs.co.uk
Contact phone: 07810 821904
Job ref: 32346
Published: 3 days ago
Duration: 366
Expiry date: 25 Nov 2025 23:59
Startdate: 16/09/2022

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