Financial Advisor

Vision-FS Recruitment; United Kingdom; Remote; GBP 100,000 - 200,000; Full time

Job summary

A leading financial planning business in the UK is seeking Diploma Qualified Financial Advisors. The role involves advising clients, preparing financial plans, and business development. With a market-leading self-employed contract, advisors can achieve uncapped earnings, supplemented by provided leads and client bookings.

Benefits

Market-leading self-employed contract

Un-capped earnings

Back-office support

Qualifications

• Experience providing holistic financial advice required.
• Good at business development or building client book.

Responsibilities

• Advising clients and preparing financial plans.
• Building a client book and growing recurring income.
• Conducting fact-find meetings with clients.

Skills

Business Development

Holistic Financial Advice

Education

Diploma Level 4

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

Clients + Leads Provided

An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisors across the UK.

A leading provider of financial education in the workplace, supported by guidance and advice, the group creates over 15,000 new appointments annually by educating employees about investments, retirement, and tax planning through seminars.

THE ROLE

• Leads and clients provided
• Qualified meetings booked into the adviser’s diary
• Advising clients in your local area
• Conduct fact-find meetings with new and existing clients
• Prepare financial plans to ensure clients meet their goals
• Build your client book
• Grow your recurring income
• Work from home

BENEFITS

• Market-leading self-employed contract
• Average earnings across the UK c£150,000
• Un-capped earnings
• Back-office support

WHAT YOU'LL NEED TO SUCCEED

• Diploma Level 4 Qualified
• Experience in providing holistic financial advice
• Good at business development or looking to build up your client book
• You may have a client book and need a superior proposition

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, Banking, and Investment Management

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