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Vision-FS Recruitment
Liverpool
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 RecruitmentSt. James’s Place
liverpool, england, United Kingdom
Become a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within ou
Job Source: St. James’s PlaceReed
Liverpool
Job Title: Financial Advisor Location: Home/Field Work, Liverpool Salary: £45,000 - £60,000 and OTE of £100,000 - Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team. Base salary is £45,000 - £60,0
Job Source: ReedVision-FS Recruitment
Warrington
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 RecruitmentSt. James's Place
Liverpool
Job Description Become a Financial Adviser with St. James's Place Gain qualifications, advisory experience and confidence in a structured, supportive environment. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experi
Job Source: St. James's PlaceVision-FS Recruitment
Liverpool
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Liverpool| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth
Job Source: Vision-FS RecruitmentHR GO Recruitment
Chester
Job Specification Position: Financial Support Advisor Location: Chester (Site Based Role) Hours: 37.5 Hours per week Monday - Thursday between 8:00 - 19:00 / Friday 8:00 - 18:00 / Sat morning 8:00 - 12:00 (at home once trained) Contract: Permanent Salary: £NEG DOE + Annual Bonus and Company Benefits HR GO recritment are currently seeking a Financ
Job Source: HR GO RecruitmentHR GO Recruitment
Chester
Job Specification Position: Financial Support Advisor Location: Chester (Site Based Role) Hours: 37.5 Hours per week Monday - Thursday between 8:00 - 19:00 / Friday 8:00 - 18:00 / Sat morning 8:00 - 12:00 (at home once trained) Contract: Permanent Salary: £NEG DOE + Annual Bonus and Company Benefits HR GO recritment are currently seeking a Fi
Job Source: HR GO RecruitmentLiverpool
Job Title: Financial Advisor Location: Home/Field Work, Liverpool Salary: £45,000 - £60,000 and OTE of £100,000
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Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Base salary is £45,000 - £60,000 , with OTE of £100,000
Company car, mobile phone, and laptop provided
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Main Duties and Responsibilities
Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact Finding
Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers
Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record
Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained
Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives
Identify and generate general insurance leads for Agents from the life customer relationships to meet relevant target
Deliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager
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About You
Level 4 qualified
Valid Statement of Professional Standing
Experience of delivering regulated financial advice to UK customers
Strong knowledge and understanding of the financial services regulatory and compliance framework
Good knowledge of end-to-end sales processes, systems, and tools
Creates a team environment, provides innovative ideas, and challenges self and others to achieve higher levels of quality and output to achieve great results for our business
Puts customers first
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Benefits and Entitlements
A Family Friendly policy to balance work and family life
25 days holiday + bank holidays + buy/sell scheme
Contributory pension scheme, up to 20%, including your 8% contribution
Voluntary benefits - private medical and dental insurance
Health and wellbeing plan?- cashback for dentist, opticians, physio, and more
Gym membership contribution
Access to savings on High Street brands, travel etc
Refer a Friend £500 bonus scheme
Life Assurance cover?of 4 x salary
Employee discounts on a range of insurance policies
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Apply today and we will be in touch!
Financial Advisor jobs in Liverpool
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