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Vision-FS Recruitment
Worcester
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Stratford-upon-Avon
Financial Advisor | Independent Financial Advisor Location: Stratford-upon-Avon or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed or Self Employed roles available £55,000 - £75,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning n
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Dudley
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Birmingham
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Halesowen
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Worcester
Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Worcester YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent F
Job Source: Vision-FS RecruitmentVision-FS Recruitment
United Kingdom
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Nationwide Roles Clients + Leads Provided YOUR NEW COMPANY 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. A leading provide
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Birmingham
Financial Advisor | Independent Financial Advisor £50,000 - £75,000 | Un-Capped Bonus Client Boo k Provided Birmingham YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent
Job Source: Vision-FS RecruitmentBromsgrove
Financial Advisor
Bromsgrove
Employed Role with Bonus
NJR now have an excellent opportunity for an ambitious individual to join a highly successful and reputable Wealth Management firm based in Bromsgrove as a desk based financial planner who will specialise in the annual reviews process.
The role requires an individual who has the ability to work within a fast-paced environment, create strong relationships and has excellent communication skills.
What's in it for you?
Competitive basic salary
Bonus structure
All Clients pre-qualified and provided
Full admin and paraplanning support
Monday - Friday 9-5pm - No evening or weekend work
Client meetings held via telephone or Video call so no travelling
25 days holiday + Bank holidays
Pension scheme
Death in Service cover
Private medical care
The main purpose of this role is to provide high quality financial planning advice and solutions to the existing client base in order to meet individual targets.
This will include:
Contacting existing clients via telephone and video calls to discuss their financial situation
Keeping up-to-date with new product, technical or legislative changes within the marketplace
Comply at all times with the Compliance and T&C procedures of the firm and industry
Analyse information gathered and undertake sufficient research to make suitable recommendations
Complete all supporting documentation in an accurate manner
What we need from you:
Previous experience as a CAS Status financial planner
Minimum level 4 diploma qualification
Experience providing financial advice and achieving/exceeding relevant KPIs
Up to date knowledge of FCA requirements
Excellent communication, interpersonal and listening skills
The capability to explain complex information simply and clearly
The ability to establish relationships with clients
Excellent research and analytic skills
If you are an experienced adviser looking for your next role and want to be fully supported with clients and admin support, there are not many companies that can rival this opportunity!
For further information please apply today to contact our specialist Financial Services Consultant Steph quoting REF: NJR14815
Financial Advisor jobs in Bromsgrove
ⓘ There was an unexpected error processing your request.
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