Remote Financial Advisor — Leads & Back-Office Support

Vision-FS Recruitment; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Un-capped bonus

Pension plan

Holiday benefits

Job summary

A leading financial planning business in the UK is expanding its network of qualified Financial Advisors. The role offers clients and leads, back-office support, and the opportunity to advise clients in your local area, making it ideal for experienced advisors looking for new challenges.

Qualifications

• Minimum 3 years experience as a Financial Advisor.
• Proven track record of success and achievements.
• Experience in managing and retaining a client book.

Responsibilities

• Conduct fact-find meetings with clients.
• Prepare financial plans to meet clients' goals.
• Advising clients locally based on leads provided.

Skills

Holistic financial advice

Client management

Sales

Consulting

Job description

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