Independent Financial Advisor

Vision-FS Recruitment

Posted 14 days ago, valid for 13 days

Swindon, Wiltshire SN1 2ED, England

£40,000 - £80,000 per annum

Full Time

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Financial Advisor | Independent Financial Advisor

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

Clients + Leads Provided

Swindon| 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