Financial Advisor

Location Liverpool
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 May 2024 23:59

Financial Advisor | Independent Financial Advisor

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

Clients + Leads Provided

Nationwide Roles

YOUR NEW COMPANY

An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK.

A leading provider of financial education in the workplace supported by guidance and advice. Educating employees about investments, retirement and tax planning through seminars, the group creates over 15,000 new appointments per year.

THE ROLE

  • Financial Advisor

  • Leads and clients provided

  • Qualified meetings booked into adviser’s diary

  • Advising clients in your local area

  • Conduct fact-find meetings with new and existing clients

  • Prepare financial plans to ensure clients meet their goals

  • Generate new business by building 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

  • Financial Advisor with 1-year minimum experience

  • Experience of providing holistic financial advice

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

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

NEXT STEPS

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 role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.

Synonyms: Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

Vision-FS Recruitment is a leading UK based Financial Services Recruitment company. Financial Planning | Wealth Management | Employee Benefits | www.vision-fs.co.uk