Independent Financial Advisor

Vision-FS Recruitment; England; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading national Financial Planning and Wealth Management business is seeking diploma-qualified Financial Advisors in the UK. The role includes managing an existing client book, accessing leads, and enjoying significant back-office support. With substantial earnings potential, candidates should be motivated and ready to thrive in a dynamic environment.

Qualifications

• Minimum 2 years’ experience as a Financial Advisor.
• Experience advising on Investments, Pension and Protection.
• Ability to manage and retain a client book.

Responsibilities

• Conduct fact find meetings with clients.
• Prepare financial plans to meet client goals.
• Generate new business and manage client relationships.

Skills

Client management

Financial advising

Business development

Education

Diploma Level 4 Qualified Financial Advisor

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

Consultant in Financial Planning & Wealth Management. Helping Financial Services Professionals to successfully find their ideal role. Providing full…

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 Advisor | Independent Financial Advisor’s 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, manage and retain business as well as conduct new business opportunities.

THE ROLE

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 - £65,000 Basic Salary plus car allowance

· Un-capped bonus

· 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

· Diploma Level 4 Qualified UK Financial Advisor

· 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Business Development, and Management

• Industries

  Financial Services, Investment Advice, and Investment Banking

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