Financial Advisor

Vision-FS Recruitment; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

Vision-FS Recruitment is seeking a Financial Advisor to join an industry-leading Financial Planning business. The role includes advising clients, preparing financial plans, and managing client relationships, supported by a strong back-office team. The position is full-time with potential leads provided, ideal for those with a proven track record in financial advice.

Benefits

Un-capped bonus

Pension

Holiday benefits

DIS

Qualifications

• Minimum of 3 years experience as a Financial Advisor.
• Proven success in managing client books.
• Experience in providing holistic financial advice.

Responsibilities

• Advising clients locally and conducting fact-find meetings.
• Preparing financial plans to meet client goals.
• Receiving leads and having back-office support.

Skills

Holistic financial advice

Client management

Success and achievements

Job description

3 days ago Be among the first 25 applicants

Vision-FS Recruitment provided pay range

This range is provided by Vision-FS Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Vision-FS Recruitment

Managing Director | Recruitment Consultant | Recruitment Experts in Financial Planning and Wealth Management

Clients Provided

An industry-leading Financial Planning business seeks to expand its network of qualified Financial Advisors across the UK. This is an employed role, advisers will be given clients, access to warm leads and full back-office support.

THE ROLE

• Leads and clients provided
• Qualified meetings booked into the adviser’s diary
• Advising clients locally where you live in the country
• Conduct fact-find meetings with new and existing clients
• Prepare sound financial plans to ensure clients meet their financial goals
• Work from home
• Back-office support

BENEFITS

• Basic Salary
• Un-capped bonus
• Pension, DIS, holiday and other benefits

WHAT YOU'LL NEED TO SUCCEED

• 3 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

NEXT STEPS

Click on the apply button and remember to attach a copy of your CV.

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Consulting, and Business Development

• Industries

  Financial Services, Investment Advice, and Banking

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