Financial Advisor

Location Leicester
Discipline: Financial Planning, Wealth Management
Job type: Permanent
Contact name: Parvez Miah

Contact email: parvez.miah@vision-fs.co.uk
Contact phone: 07779150847
Published: 7 months ago
Expiry date: 31 Aug 2024 23:59

Financial Advisor | Independent Financial Advisor

£70,000 - £150,000 | Un-Capped Earnings

Clients Provided

Leicester | Surrounding areas

YOUR NEW COMPANY

An exciting opportunity has become available with an Independent Financial Advisor business who are a Directly Authorised FCA firm. 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 role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, internal lead generation and full back-office support.

THE ROLE

  • Financial Advisor

  • Diploma Level 4 Qualified

  • Access to leads and clients

  • Conduct fact-find meetings with new and existing clients

  • Prepare sound financial plans to ensure clients meet their 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+

  • 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