Financial Advisor

Financial Advisor | Independent Financial Advisor

Location: Tiverton or Surrounding Area

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

Employed or Self Employed roles available

£55,000 - £65,000 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
• £55,000 - £65,000 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.