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Independent Financial Advisor

Exeter

Financial Advisor | Independent Financial Advisor

£50,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Devon| 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 Management services to HNW individuals.

The role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, lead generation support, access to existing client bank, back-office support including paraplanning and admin.

THE ROLE

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.

Employed Financial Advisor

Market leading salary and bonus

OTE in £100,000

Existing advisers already earning £150k-£200k

Un-capped bonus

Existing client bank provided

Access to qualified leads

Clients pre-qualified and booked into adviser’s diary

Conduct fact find meetings with new and existing clients

Prepare sound financial plans to ensure clients meet their financial goals

Work from home

Market leading IT system

Full back-office support provided

WHAT YOU'LL NEED TO SUCCEED

Diploma Level 4 Qualified UK Financial Advisor

2-year minimum experience as a Financial Advisor

Experience of advising clients on Investments, Pension and Protection

Proven track record of success and achievements

Enjoy converting qualified leads to new business

Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

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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Independent Financial Advisor jobs in Exeter

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