Independent Financial Advisor

Financial Advisor / Independent Financial Advisor

Location: Sunderland 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.