Financial Advisor

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

Job summary

A leading financial planning business in the UK is expanding its network of qualified Financial Advisors. The role offers clients and leads, back-office support, and the opportunity to advise clients in your local area, making it ideal for experienced advisors looking for new challenges.

Benefits

Un-capped bonus

Pension plan

Holiday benefits

Qualifications

• Minimum 3 years experience as a Financial Advisor.
• Proven track record of success and achievements.
• Experience in managing and retaining a client book.

Responsibilities

• Conduct fact-find meetings with clients.
• Prepare financial plans to meet clients' goals.
• Advising clients locally based on leads provided.

Skills

Holistic financial advice

Client management

Sales

Consulting

Job description

23 hours 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

Referrals increase your chances of interviewing at Vision-FS Recruitment by 2x

Get notified about new Financial Advisor jobs in United Kingdom.

Greater London, England, United Kingdom 1 week ago

City Of Southampton, England, United Kingdom 1 week ago

Quilter Academy - Full Time Programme - Manchester

Greater Manchester, England, United Kingdom 4 weeks ago

Trainee Financial Advisor - Mauritius Based

Group Finance Director - Immediate start

Trainee Financial Advisor - Mauritius Based

Manchester Area, United Kingdom 1 week ago

Trainee Financial Advisor - Mauritius Based

Trainee Financial Advisor - Mauritius Based

Doncaster, England, United Kingdom 1 month ago

West Midlands, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 weeks ago

Craigavon, Northern Ireland, United Kingdom 1 month ago

London, England, United Kingdom 12 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.