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Financial Advisor

Vision-FS Recruitment
Posted 14 days ago, valid for 13 days
Location

Durham, Durham DH1 5UL, England

Salary

£30,000 - £60,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Location: Durham or Surrounding Area Nationwide Roles
  • Minimum Requirements: Level 4 Diploma in Regulated Financial Planning
  • Salary: OTE £100k-£150k
  • Year of Experience Required: Experience in providing full holistic financial advice
  • Year of Experience Required: Individuals wanting to develop their own book of clients

Financial Advisor / Independent Financial Advisor

Location: Durham or Surrounding Area

Nationwide Roles

Minimum Requirements: Level 4 Diploma in Regulated Financial Planning

Salary: OTE £100k-£150k

Un-Capped Earnings Potential

YOUR NEW COMPANY

A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.

A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and pension funds.

Our client looks beyond the numbers and treat every client for what they are, a unique person with an individual outlook and set of needs.

Offering exemplary support and services to their Advisers and able to recruit IFA across the UK.

THE ROLE

  • Self-Employed Financial Adviser role
  • Working from home | Access to office
  • Able to manage your own diary
  • Spend more time with your clients.
  • Flexible client charging structure
  • Client access portal 24/7
  • Un-capped earnings potential
  • Adviser Retirement Package

BENEFITS

  • Market-leading self-employed contract
  • OTE: £100k+
  • Market leading fee splits
  • up to c85/15%
  • Full ownership of clients by the IFA
  • Compliance, training, and admin support
  • PI, FSCS fees and all other fees covered.
  • Nil monthly Advisor costs

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified UK Financial Adviser
  • Experience in providing full holistic financial advice
  • Individuals wanting to develop their own book of clients
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up own client book

NEXT STEPS

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 role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.