Financial Advisor

Location Bournemouth
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: 30 Jun 2024 23:59

Financial Advisor | Independent Financial Advisor

£75,000 - £100,000 | Un-Capped Bonus

£10m AUM Client Book Provided

Bournemouth | 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