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Financial Advisor

Vision-FS Recruitment
Posted 17 hours ago, valid for a month
Location

Liverpool, Merseyside L96GB, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

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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  • The position is for a Financial Advisor with an independent firm in the UK, offering a salary between £55,000 and £60,000 plus un-capped earnings.
  • Candidates must hold a Level 4 Diploma and have a minimum of 2 years of experience in a CF30 UK Financial Advisor role.
  • The role includes access to ongoing leads, an existing client bank, and comprehensive back-office support.
  • Successful advisors can expect to earn an on-target earnings (OTE) of around £100,000, with some existing advisors making between £150,000 and £200,000.
  • The company is looking for motivated individuals who enjoy converting leads into new business and have a proven track record in financial advising.

Financial Advisor | Independent Financial Advisor

£55,000 - £60,000 | Un-Capped Earnings

Clients + Leads Provided

Nationwide Role

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.

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.