Financial Advisor

Location Bath
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 Sep 2024 23:59

Financial Advisor | Independent Financial Advisor

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

Nationwide Roles

Clients + Leads Provided

YOUR NEW COMPANY

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.

A leading provider of financial education in the workplace supported by guidance and advice. The group carries out seminars and webinars every month, educating employees about retirement planning. This in turn creates over 15,000+ new leads per year for advisers.

THE ROLE

  • Financial Advisor | Independent Financial Advisor

  • Diploma Level 4 Qualified

  • Access to leads and clients

  • Advising clients locally 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 client book

  • Grow your recurring income

  • Work from home

BENEFITS

  • Market-leading self-employed contract

  • OTE: £100k+

  • Average earnings across the UK c£150,000

  • Un-capped earnings

  • Back-office support

  • Adviser retirement package

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified UK Financial Advisor

  • 1-year minimum experience as a Financial Advisor

  • Experience in offering holistic financial advice

  • 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

NEXT STEPS

If you are happy to apply for this position, 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. Where appropriate we can also recommend other relevant opportunities that match your experience.

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