Financial Advisor

Location Swindon
Discipline: Financial Planning, Wealth Management
Job type: Permanent
Contact name: Parvez Miah

Contact email: parvez.miah@vision-fs.co.uk
Contact phone: 07779150847
Published: about 1 year ago
Expiry date: 31 Jul 2024 23:59

Financial Advisor | Independent Financial Advisor

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

Nationwide Roles | Work From Home

Clients + Leads Provided

YOUR NEW COMPANY

This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor’s across the UK.

They are a leading provider of financial education in the workplace supported by guidance and advice. The group carry out 200 seminars/webinars every month – educating employees around investments, retirement planning and tax planning. This in turn creates over 15,000+ new leads per year for advisers.

THE ROLE

We are recruiting Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with a minimum of 1 year experience in a CF30 UK Financial Advisor role.

  • Financial Advisor

  • Access to new leads and clients

  • Advising clients locally to where you live in the country

  • Conduct fact find meetings with new and existing clients

  • Prepare sound financial plans to ensure clients meet their financial goals

  • Generate new business and build introducer relationships

  • Build your own client book

  • Grow your recurring income

  • Work from home | access to office

  • Adviser retirement package

BENEFITS

  • Market leading self-employed contract

  • OTE: £100k+

  • Average earnings across the UK c£150,000

  • Un-capped earnings

  • Back-office support

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified UK Financial Advisor

  • 1 year minimum experience as a Financial Advisor

  • Experience of advising clients on Investments, Pension and Protection

  • Proven track record of success and achievement

  • Good at business development or looking to build up own client book

  • You may have a client book already and need a superior proposition

  • 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