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Independent Financial Advisor

Independent Financial Advisor

Vision-FS Recruitment

Posted 10 hours ago, valid for 11 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

An industry-leading National Financial Planning and Wealth Management business is seeking Diploma Qualified Financial Advisors to expand its network across the UK.
The role offers a salary range of £100,000 - £150,000 with un-capped earnings and includes leads and clients provided, along with 100 booked appointments per adviser annually.
Candidates must have a minimum of 1 year of experience as a Financial Advisor and hold a Diploma Level 4 qualification.
Responsibilities include conducting fact-find meetings, preparing financial plans, and building a client book to grow recurring income.
The position allows for remote work and provides back-office support and an adviser retirement package.

Financial Advisor | Independent Financial Advisor

£100,000 - £150,000 | Un-Capped Earnings

Clients + Leads Provided

Nationwide Roles

YOUR NEW COMPANY

An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK.

A leading FTSE 250 UK business, highly profitable group and long-standing track record in Financial Services currently managing £110b+ AUM.

THE ROLE

Financial Advisor
Leads and clients provided
Qualified meetings booked into adviser’s diary
Access to qualified leads.
100 booked appointments P/A per adviser.
1 in every 3 appointments converted to business.
Advising clients in your local area
Conduct fact-find meetings with new and existing clients
Prepare financial plans to ensure clients meet their goals
Build your client book
Grow your recurring income
Work from home

BENEFITS

Market-leading self-employed contract
OTE: £100k+
Un-capped earnings
Back-office support
Adviser retirement package

WHAT YOU'LL NEED TO SUCCEED

Diploma Level 4 Qualified
Financial Advisor with 1 year minimum experience
Experience of providing holistic financial advice
Good at servicing clients and business development or looking to build up own client book
You may have a client book and need a superior proposition

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

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