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Financial Advisor
View: 101
Update day: 01-06-2024
Location: Shrewsbury West Midlands
Category: Finance / Bank / Stock Sales
Industry: Financial Services
Position: Associate
Job type: Full-time
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Job content
Financial Advisor | Independent Financial Advisor£100,000 - £150,000 | Un-Capped Earnings PotentialAccess to Leads + ClientsShrewsbury | Surrounding Area’sLevel 4 Diploma | CF30 Financial AdvisorYour New CompanyAn exciting opportunity has become available with an Independent Financial Advisor business who are a Directly Authorised FCA firm. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the country.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 ROLEThe 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.- Financial Advisor
- Attractive fee splits
- Un-capped earnings potential
- Access to new leads and clients
- Lead generation dedicated to your own area
- 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
- Able to build your recurring income
- Work from home or access to office
- Manage your own diary
- Marketing and admin support
- Diploma Level 4 Qualified UK Financial Advisor
- 2 years minimum experience as a Financial Advisor
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievements
- Good at business development or looking to build up own 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+
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Deadline: 16-07-2024
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