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 a Financial Advisor 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 constantly purchasing client books and has FUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.
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 or Self Employed Financial Advisor · £55,000 - £85,000 Basic Salary plus car allowance · OTE: £150,000++ · 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 · 1-2 years minimum 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.
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.
All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.
Be the first to receive the latest Others Full-Time Jobs in the UK.
Setup your job alert:
By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime.
Skip
GrabJobs is the no1 job portal in the UK, connecting you to thousands of jobs fast!
Find the best jobs in the UK, apply in 1 click and get a job today!