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Financial Advisor

Vision-FS Recruitment

United Kingdom

Remote

GBP 100,000 - 200,000

5 days ago
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Job summary

An industry-leading financial planning business is seeking to expand its network of Diploma Qualified Financial Advisors across the UK. This role offers leads and clients provided, enabling you to focus on advising clients and preparing tailored financial plans. With a market-leading self-employed contract and uncapped earnings potential, you can achieve average earnings of around £150,000. This innovative firm supports its advisors with back-office assistance, allowing you to thrive in a flexible work-from-home setup. If you're passionate about financial advice and looking to build your client book, this opportunity is perfect for you.

Benefits

Market-leading self-employed contract

Un-capped earnings

Back-office support

Qualifications

  • Diploma Level 4 qualification is essential for this role.
  • Experience in providing holistic financial advice is required.

Responsibilities

  • Advise clients and prepare financial plans to meet their goals.
  • Conduct fact-find meetings with new and existing clients.
  • Build your client book and grow your recurring income.

Skills

Holistic Financial Advice

Business Development

Client Relationship Management

Education

Diploma Level 4 Qualified

Job description

Managing Director | Recruitment Consultant | Recruitment Experts in Financial Planning and Wealth Management

Clients + Leads Provided

An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisors across the UK.

A leading provider of financial education in the workplace supported by guidance and advice. Educating employees about investments, retirement and tax planning through seminars, the group creates over 15,000 new appointments per year.

THE ROLE

  • Leads and clients provided
  • Qualified meetings booked into the adviser’s diary
  • Advising clients in your local area
  • Conduct fact-find meetings with new and existing clients
  • Prepare financial plans to ensure clients meet their goals
  • Build your client book
  • Grow your recurring income
  • Work from home

BENEFITS

  • Market-leading self-employed contract
  • Average earnings across the UK c£150,000
  • Un-capped earnings
  • Back-office support

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified
  • Experience in providing holistic financial advice
  • Good at business development or looking to build up your client book
  • You may have a client book and need a superior proposition

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

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales, Consulting, and Business Development

Industries: Financial Services, Banking, and Investment Management

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