Independent Financial Advisor

​​Financial Advisor | IFA role with clients provided. Employed Financial Advisor role. Salary £50,000- £85,000 plus bonus, OTE £150,000+. Excellent benefits and career progression

Location: London & the South

Minimum Requirements: CF30 Financial Adviser ideally Chartered status

YOUR NEW COMPANY:

An exciting opportunity is available with one of the UK's leading Financial Planning firms in the London area for a Financial Advisor.

Our client is an award-winning fully integrated Financial Services firm who are pioneers in the dual professional, Financial Planning and Investment Management model. The company boasts numerous regional offices across the UK, managing c£10Billion AUM.

They are currently looking for a Financial Advisor to join the team and work with an existing portfolio of clients.

The Financial Advisor role will be a mixture of managing the existing clients and growing the portfolio, leverage off referrals, existing introducers and new business development. The individual should be proactive as well as able to service existing clients.

What you will receive:

• Salary up to £85k

• Uncapped bonus

• Full back-office support

• Existing client portfolio

• High level of referrals from established introducers and Marketing team

Skills and experience required:

• Financial Advisor experience

• Hardworking, self-motivated professional

• Experience of providing holistic financial advice to HNW clients

• Chartered status or working towards

• Dynamic individual who has an entrepreneurial nature and can act upon business opportunities

WHAT YOU'LL NEED TO SUCCEED:

• Diploma Level 4 Qualified UK Financial Advisor, ideally Chartered

• 3 years minimum experience as a Financial Advisor

• CAS signed off

• Experience of advising clients on Investments, Pension and Protection

• Proven track record of success and achievement

• Proven track record of business development & networking

• Hungry, driven and motivated individual - wanting to earn a minimum of £150,000+

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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.

Vision-FS Recruitment is a leading Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment specialise within the IFA | Wealth Management and Employee Benefits Recruitment