Independent Financial Advisor

Vision-FS Recruitment; Crawley; Hybrid; GBP 65,000; Full time

Job summary

A respected boutique IFA firm in Crawley is looking for an Independent Financial Advisor to enhance its Financial Advice team. This role demands an experienced professional to convert leads into clients and provide comprehensive financial planning services. With a supportive environment and strong lead generation, this is an excellent opportunity for growth.

Benefits

Annual Bonus

Pension

25 days annual leave

Study Support

Income Protection

Free Parking

Qualifications

• At least 3-5 years' experience as an Adviser.
• Strong background in developing new business.
• Live a commutable distance from Crawley.

Responsibilities

• Generate new business and convert strong leads into clients.
• Provide holistic planning and advice to clients.
• Cover the geographical area in Surrey and West Sussex.

Skills

Business Development

Client Management

Holistic Planning

Education

Level 4 qualification or higher

Job description

1 week 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

Director at Vision-FS Recruitment 07809 374 070

Location: Crawley, West Sussex (2 days per week working from home)

Salary/package: Up to £65,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking + IP

Our client is an award-winning, boutique IFA firm based in Crawley, West Sussex. Over the past 30 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees.

THE ROLE

The business is currently looking to increase headcount within its Financial Advice team. Currently 8-strong, the company is keen to hire at least one Independent Financial Advisor as the firm continues to grow year-on-year.

Our client requires an experienced Independent Financial Advisor who can convert strong leads into clients and generally develop new business.

The geographical area the Independent Financial Advisor would cover would be mainly parts of Surrey and West Sussex. The firm regularly generates strong leads from various marketing initiatives and presentations made to companies across this region and is keen to maximise the opportunity.

Apart from generating new business and converting leads, the Independent Financial Advisor would also be expected to help clients reach their goals through holistic planning and advice. Strong knowledge of Inheritance Tax Planning, Pensions, Investments and Equity Release would be preferred.

A pool of clients, as well as leads, will be provided by the firm.

The Independent Financial Advisor position allows for hybrid working.

REQUIREMENTS

Candidates interested in the Independent Financial Advisor vacancy will need the following criteria:

• At least 3-5 years' experience as an Adviser.
• Level 4 qualification or higher.
• Strong background in developing new business and converting leads.
• Live a commutable distance from Crawley, West Sussex

REMUNERATION / PACKAGE

The package for the Independent Financial Advisor vacancy is as follows:

• Salary up to £65,000 (depending on experience)
• Annual bonus
• Pension
• 25 days’ annual leave
• Study support
• Income Protection
• Hybrid working (2 days per week WFH)

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.

Synonyms: #IFA #FinancialPlanning #Level4 #Pensions #Investments #FinancialAdvice #IndependentFinancialAdvice #IFAJobs #AdviserJobs #CrawleyJobs

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Business Development

• Industries

  Financial Services, Investment Advice, and Pension Funds

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