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Vision-FS Recruitment
Northampton
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Job Source: Vision-FS RecruitmentSt. James's Place
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Coventry
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Job Source: Vision-FS RecruitmentVision-FS Recruitment
Leamington Spa
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 RecruitmentRugby
Financial Advisor | Independent Financial Advisor
Location: Rugby or Surrounding Area
Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor
Employed or Self Employed roles available
£50,000 - £70,000 Basic Salary + car allowance
OTE £80,000 - £200,000 | Un-Capped Earnings Potential
YOUR NEW COMPANY
This is 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. Offering wealth management services to mass affluent and HNW individuals. Highly profitable group, carrying no debt, and long-standing track record in Financial Services.
THE ROLE
The role as an IFA is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.
The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with one year experience in a CF30 UK Financial Advisor role.
Employed or Self Employed Financial Advisor
£50,000 - £70,000 Basic Salary + car allowance
Un-capped bonus
Existing client bank provided
Conduct fact find meetings with new and existing clients
Prepare sound financial plans to ensure clients meet their financial goals
Advise clients on current financial issues and make recommendations
Build strong relationships to retain existing clients
Generate new business and build introducer relationships
Access to business development support team
Manage your own diary
Market leading IT system
Work from home | access to office
WHAT YOU'LL NEED TO SUCCEED
Diploma Level 4 Qualified UK Financial Advisor
1 year experience as a Financial Advisor
Experience of advising clients on Investments, Pension and Protection
Proven track record of success and achievements
Experience of managing client relationships
Able to manage and retain a client book
Able to further grow a client book
You may have a client book already and need a superior proposition
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. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
Financial Advisor jobs in Rugby
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