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: | over 1 year ago |
Expiry date: | 31 May 2024 23:59 |
Financial Advisor | Independent Financial Advisor
£75,000 - £100,000 | Un-Capped Bonus
£10m AUM Client Book Provided
Swindon | Surrounding areas
YOUR NEW COMPANY
An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the UK.
THE ROLE
Employed Financial Advisor
Independent Financial Advisor role
Existing client book provided
Conduct fact-find meetings with new and existing clients
Prepare sound financial plans to ensure clients meet their financial goals
Build strong relationships to retain existing clients
Generate new business and build introducer relationships
Work from home
BENEFITS
£50,000 - £75,000 Basic Salary
OTE: £100,000+
Un-capped bonus
Pension, DIS, holiday and other benefits
WHAT YOU'LL NEED TO SUCCEED
Diploma Level 4 Qualified Financial Advisor
2 years minimum experience as a Financial Advisor
Experience in offering holistic financial advice
Proven track record of success and achievements
Experience in managing and retaining a client book
Ability to generate new business opportunities
You may already have a client book and seeking 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
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