Financial Advisor

☞ Vision-FS Recruitment

View: 106

Update day: 07-05-2024

Location: Aylesbury South East

Category: Finance / Bank / Stock Sales

Industry: Financial Services

Position: Mid-Senior level

Job type: Full-time

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Job content

Financial Advisor | Independent Financial Advisor£75,000 - £100,000 | Un-Capped Bonus£10m AUM Client Book ProvidedBuckinghamshire| Surrounding areasYour New CompanyAn opportunity has become available with a Financial Advice business who are growing their national offering across the country. 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 UK.THE ROLE
  • Employed Financial Advisor
  • Independent Financial Advisor role
  • Existing client book provided
  • Conduct fact find meetings with new and existing clients
  • Prepare sound financial plans to ensure clients meet their financial goals
  • Build strong relationships to retain existing clients
  • Generate new business and build introducer relationships
  • Work from home
Benefits
  • £50,000 - £75,000 Basic Salary
  • OTE: £100,000+
  • Un-capped bonus
  • Pension, DIS, holiday and other benefits
What You’ll Need To Succeed
  • Diploma Level 4 Qualified Financial Advisor
  • 2 years minimum experience as a Financial Advisor
  • Experience in offering holistic financial advice
  • Proven track record of success and achievements
  • Experience of managing and retaining a client book
  • Ability to generate new business opportunities
  • You may already have a client book and seeking a superior proposition
NEXT STEPSIf you are happy to apply for this position, 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. Where appropriate we can also recommend other relevant opportunities that match your experience.Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth PlanningVision-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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Deadline: 21-06-2024

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