Financial Advisor

Vision-FS Recruitment

United Kingdom

Hybrid

GBP 55,000 - 75,000

Full time

14 days+

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Job summary

A leading Financial Planning and Wealth Management business seeks Diploma Qualified Financial Advisors across the UK. The role offers an existing client bank, support for leads, and a competitive salary package. Ideal candidates have proven experience, strong client management abilities, and a drive for success in financial services.

Qualifications

Diploma Level 4 Qualified Financial Advisor.
Minimum 2 years’ experience in a CF30 UK Financial Advisor role.

Responsibilities

Conduct fact find meetings with clients.
Prepare financial plans to meet clients' goals.
Manage and retain client book.
Advise on financial issues and build client relationships.

Skills

Client Relationship Management

Investment Advice

Pension Advice

Financial Planning

Business Development

Lead Generation

Education

Diploma Level 4 Qualification

Job description

1 day 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

Employed and Self Employed roles available

This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisors | Independent Financial Advisors across the UK. Offering wealth management services to mass affluent and HNW individuals. Highly profitable group, carrying no debt, and long-standing track record in Financial Services.

THE ROLE

The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.

The business is constantly purchasing client books and has FUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, managing and retaining business as well as conducting new business opportunities.

QUALIFICATIONS AND EXPERIENCE

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.

Employed or Self Employed Financial Advisor

£55,000 - £75,000 Basic Salary plus car allowance

Un-capped bonus

Existing client bank provided

Conduct fact find meetings with new and existing clients

Prepare sound financial plans to ensure clients meet their financial goals

Advise clients on current financial issues and make recommendations

Build strong relationships to retain existing clients

Generate new business and build introducer relationships

Access to business development support team

Manage your own diary

Market leading IT system

Work from home | access to office

WHAT YOU'LL NEED TO SUCCEED

1-2 years minimum experience as a Financial Advisor

Experience of advising clients on Investments, Pension and Protection

Proven track record of success and achievements

Experience of managing client relationships

Able to manage and retain a client book

Able to further grow a client book

You may have a client book already and need a superior proposition

Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

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 covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.

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