Financial Advisor

​​Financial Advisor | Independent Financial Advisor

OTE: £150k+ in 1st year

Nationwide Roles

Level 4 Diploma | CF30 Financial Advisor

YOUR NEW COMPANY

This is an award-winning national Financial Planning and Wealth Management Business and has grown to become one of the leading networks of Independent Financial Advisor’s.

The network has over 300 Independent Financial Advisor’s across the UK. Market leading technology for advisers, an average adviser would generate an additional 20% time saving.

Due to increased demand for Financial Planning, the firm is looking to grow their CF30 Diploma Qualified Financial Advisor’s across the UK. Financial Advisors who have their own network, book of clients or contacts and looking for an infrastructure of a national IFA business should apply for this position.

• Administration, technology and regulatory teams provide dedicated service and support to IFA’s

• Offering both RI and AR status – ability to maintain or grow your business

• Choice of Independence or Restricted Advice models available

• Nil excess on PI

• Nil monthly advisor costs

• Market leading technology and support infrastructure

• Streamlined and efficient compliance processes

• Practice Buy Out for retiring advisors or advisors looking to acquire external businesses

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.

• Financial Advisor role

• Self-Employed – Build your own IFA business

• Market leading package, earn £150k+ in 1st year

• Un-capped earnings potential

• Able to build up a long-term client book

• Own your clients from Day 1

• Build your recurring income

• Manage your own diary

• Flexible client charging structure

• A website branded to your own identity

• Powerful back-office tools allowing live client portfolio valuations

• Marketing, IT and back-office support

• Compliance, training and technical support

• All hardware and software provided

• Regulatory help desk for dedicated adviser technical support

• Working from home and access to office

• Adviser Retirement Package

WHAT YOU'LL NEED TO SUCCEED

• Diploma Level 4 Qualified UK Financial Advisor

• 2-5 years minimum experience as a Financial Advisor

• CAS signed off in the last 12 months

• If you enjoy a client following between £5m to £50m

• Individuals wanting to develop their own business and clients

• Self-sufficient and have a credible business plan

• Good at business development or looking to build up 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£150,000+

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