Financial Advisor

Vision-FS Recruitment; United Kingdom; Remote; GBP 60,000 - 70,000; Full time

Job summary

An innovative financial planning business is seeking Diploma Qualified Financial Advisors to join their expanding network across the UK. This role offers leads and clients provided, allowing you to focus on advising clients and building your client book. With a market-leading self-employed contract, the potential for uncapped earnings is significant, averaging around £150,000. Work from home while enjoying back-office support to streamline your operations. If you have a passion for financial advice and business development, this opportunity is perfect for you.

Benefits

Un-capped earnings

Back-office support

Market-leading contract

Qualifications

• Diploma Level 4 qualification in financial advice is essential.
• Experience in providing comprehensive financial planning.

Responsibilities

• Conduct fact-find meetings with clients to assess their financial needs.
• Prepare tailored financial plans to help clients achieve their goals.
• Build and manage a personal client book to grow recurring income.

Skills

Holistic Financial Advice

Business Development

Client Relationship Management

Education

Diploma Level 4

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 + 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. Educating employees about investments, retirement and tax planning through seminars, the group creates over 15,000 new appointments per year.

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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