Independent Financial Advisor

☞ Vision-FS Recruitment

View: 108

Update day: 07-05-2024

Location: Dewsbury Yorkshire and the Humber

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£60,000 - £100,000 | Un-Capped EarningsClients + Leads ProvidedDewsbury| Surrounding Area’sLevel 4 Diploma | CF30 Financial AdvisorYour New CompanyAn exciting 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 country.The role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, internal lead generation support, existing client bank, back-office support including paraplanning and admin support.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.
  • Employed Financial Advisor
  • £50,000-£70,000 Basic Salary
  • Un-capped bonus
  • Access to new leads and clients
  • 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
  • Customise financial plans according to clients’ changing needs
  • Build strong relationships to retain existing clients
  • Generate new business and build introducer relationships
  • Maintain and update knowledge of regulations, practices and financial products
  • 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
  • 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 convert qualified leads into new business
  • 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 STEPSIf 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.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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