Vision-FS Recruitment
Financial Advisor
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Financial Adviser | IFA
£70,000 - £100,000 | Un-Capped Earnings
New Business IFA | Clients Provided
Nationwide Roles
A market-leading Financial Planning firm is expanding its UK team of employed Financial Advisers. The role provides a dedicated client bank, warm leads, and comprehensive back-office support.
THE ROLE
Financial Adviser
New business IFA
- Develop client relationships and grow AUM
- Access to in-house leads and clients
- Advising clients locally in your area of the country
- Conduct fact-find meetings with new and existing clients
- Create sound financial plans to support client financial goals
- Work from home
- Back-office support
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BENEFITS
- Basic Salary
- Un-capped bonus
- OTE: £70,000 - £150,000
- Pension, DIS, holiday and other benefits
WHAT YOU'LL NEED TO SUCCEED
- Diploma Level 4 Qualified Financial Adviser
- Minimum 3 years' Financial Adviser experience
- Experience providing holistic financial advice
- Proven track record of success
- Networking skills
- Experienced in new client acquisition
- Proven ability to generate business through referrals
- Looking to develop a personal book of clients
- Able to transfer clients and AUM
- Ideal for advisers with an existing client base, seeking a superior proposition
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NEXT STEPS
Click on the apply button and remember to attach a copy of your CV.
Vision-FS Recruitment is a leading UK-based Financial Services Recruitment company.
Financial Planning | Wealth Management | Employee Benefits | www.vision-fs.co.uk
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