Independent Financial Advisor

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

Job summary

A leading financial services company is seeking a Consultant in Financial Planning & Wealth Management. The role offers an existing client bank, back-office support, and opportunities for growth. Ideal candidates are Diploma Level 4 Qualified Financial Advisors with a proven track record in client management and financial advising.

Benefits

Car Allowance

Uncapped Bonus

Market-leading IT system

Work from home with access to office

Support for business development and client management

Qualifications

• Minimum 2 years’ experience as a CF30 Financial Advisor.
• Proven success in financial advising and client relationship management.

Responsibilities

• Servicing, managing, retaining, and developing new business opportunities.
• Providing full support and resources to Financial Services Professionals.

Skills

Client Relationship Management

Financial Advising

Investment Advice

Pensions

Protection

Education

Diploma Level 4 Qualified Financial Advisor

Job description

2 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

Direct message the job poster from Vision-FS Recruitment

Position Overview

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

Roles available: Employed and Self Employed

This award-winning national Financial Planning and Wealth Management Business aims to expand its team of Diploma Qualified Financial Advisors and Independent Financial Advisors across the UK. They offer wealth management services to mass affluent and HNW individuals, with a profitable, debt-free group with a long-standing track record in Financial Services.

The Role

The Financial Advisor role offers an existing client bank, access to ongoing leads, lead generation support, and back-office support including paraplanning and admin assistance.

The business frequently acquires client books and FUM to offer new Financial Advisors. An existing client book will be provided, with responsibilities including servicing, managing, retaining, and developing new business opportunities.

Candidate Requirements

• Diploma Level 4 Qualified Financial Advisor (UK)
• Minimum 2 years’ experience as a CF30 Financial Advisor
• Experience advising on Investments, Pensions, and Protection
• Proven success in financial advising and client relationship management
• Able to grow and manage a client book
• Motivated, driven, and aiming to earn minimum c£100,000+

Compensation & Benefits

• £55,000 - £65,000 Basic Salary + Car Allowance
• Uncapped Bonus
• Market-leading IT system
• Work from home with access to office
• Support for business development and client management

Next Steps

To apply, click the apply button and attach your CV. A consultant will contact you to discuss the role and explore other suitable opportunities.

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Functions: Finance, Business Development, Management
• Industries: Financial Services, Investment Advice, Investment Banking

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