Location Stoke-on-Trent
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 2 years ago
Expiry date: 28 Nov 2024 23:59

Financial Advisor | Independent Financial Advisor

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

Stoke-on-Trent | Surrounding Area’s

Level 4 Diploma | CF30 Financial Advisor


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, lead generation support, access to existing client bank, back-office support including paraplanning and admin.


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.

  • Self-Employed Financial Advisor

  • Attractive fee splits

  • Un-capped earnings potential

  • Access to new leads and clients

  • Lead generation dedicated to your own area

  • Conduct fact find meetings with new and existing clients

  • Prepare sound financial plans to ensure clients meet their financial goals

  • Advise clients on current financial issues and make recommendations

  • Customise financial plans according to clients’ changing needs

  • Build strong relationships to retain existing clients

  • Generate new business and build introducer relationships

  • Access to business development support team

  • Able to build your recurring income

  • Work from home or access to office

  • Manage your own diary

  • Market leading IT system

  • Cash flow planning tools, access to professional connections

  • Marketing and admin support


  • Diploma Level 4 Qualified UK Financial Advisor

  • 2 years minimum experience as a Financial Advisor

  • Experience of advising clients on Investments, Pension and Protection

  • Proven track record of success and achievements

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

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

  • Hungry, driven and motivated individual - wanting to earn minimum c£100,000+


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