Financial Advisor
Location | Milton Keynes |
Discipline: | Financial Planning, Wealth Management |
Job type: | Permanent |
Contact name: | Parvez Miah |
Contact email: | parvez.miah@vision-fs.co.uk |
Contact phone: | 07779150847 |
Published: | almost 2 years ago |
Expiry date: | 30 Jun 2024 23:59 |
Financial Advisor | Independent Financial Advisor
£75,000 - £100,000 | Un-Capped Bonus
£10m AUM Client Book Provided
Milton Keynes | Surrounding Area’s
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 business is constantly purchasing client books and has c£10m AUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.
THE ROLE
We are recruiting Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
Employed Financial Advisor
Existing client bank provided
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
Build strong relationships to retain existing clients
Generate new business and build introducer relationships
Manage your own diary
Work from home | access to office
BENEFITS
£50,000 - £75,000 Basic Salary
OTE: £100,000+
Un-capped bonus
Pension, holiday and other benefits
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 and retaining a client book
Ability to generate new business opportunities
You may already have a client book and seeking a superior proposition
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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