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Independent Financial Advisor

Cardiff

Financial Advisor | Independent Financial Advisor

£100,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Nationwide Roles

YOUR NEW COMPANY

An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK.

A leading FTSE 250 UK business, highly profitable group and long-standing track record in Financial Services currently managing £110b+ AUM.

THE ROLE

Financial Advisor

Leads and clients provided

Qualified meetings booked into adviser’s diary

Access to qualified leads.

100 booked appointments P/A per adviser.

1 in every 3 appointments converted to business.

Advising clients in your local area

Conduct fact-find meetings with new and existing clients

Prepare financial plans to ensure clients meet their goals

Build your client book

Grow your recurring income

Work from home

BENEFITS

Market-leading self-employed contract

OTE: £100k+

Un-capped earnings

Back-office support

Adviser retirement package

WHAT YOU'LL NEED TO SUCCEED

Diploma Level 4 Qualified

Financial Advisor with 1 year minimum experience

Experience of providing holistic financial advice

Good at servicing clients and business development or looking to build up own client book

You may have a client book and need a superior proposition

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: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

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