Financial Advisor

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

Job summary

Vision-FS Recruitment is seeking an experienced Financial Advisor to join a leading Financial Planning business in the UK. This full-time role provides leads and full back-office support, allowing you to focus on building client relationships and creating tailored financial strategies. With a supportive environment and a competitive pay structure, joining this team will position you for professional growth in financial services.

Benefits

Un-capped bonus

Pension plan

Paid holidays

Back-office support

Qualifications

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

Responsibilities

• Advise clients locally and conduct meetings to assess financial needs.
• Prepare financial plans to achieve clients' financial goals.
• Receive leads and support from the back office.

Skills

Holistic financial advice

Client engagement

Financial planning

Track record of success

Job description

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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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