Independent Financial Advisor

☞ Vision-FS Recruitment

View: 108

Update day: 07-05-2024

Location: Exmouth South West

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Financial Services Investment Management

Position: Associate

Job type: Full-time

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Job content

Job Description

Job Description

Financial Advisor | Independent Financial Advisor

Locations: Exeter | Exmouth | Surrounding Area’s

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

50,000 - 100,000 | Un-Capped Earnings Potential

Your New Company

An exciting opportunity has become available with a Financial Advice business who are part of an award-winning national network of Financial Advisor’s. 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: existing client bank provided, access to ongoing leads, lead generation support, back office support including paraplanning and admin support.

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.
  • Self-Employed Financial Advisor
  • Un-capped earnings potential
  • Existing client bank provided
  • 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
  • Able to build up a long-term client book
  • Able to build your recurring income
  • Able to work from home or access to office
  • Manage your own diary
  • Market leading IT system

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
  • 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 c100,000
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.

Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

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.
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Deadline: 21-06-2024

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