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Independent Financial Advisor

Vision-FS Recruitment
Job LocationBirmingham
EducationNot Mentioned
Salary£50,000 - £150,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Advisor | Independent Financial AdvisorLocations: Nationwide RolesMinimum Requirements: Level 4 Diploma | CF30 Financial Advisor £100,000 - £150,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYThis is an award-winning national Financial Planning and Wealth Management Business, launched back in 2007 and has grown to become one of the leading firms of Independent Financial Advisors in the UK.Financially a very strong and stable business, highly profitable carrying no debt. The firm has over 250 Independent Financial Advisors across the UK. Market leading technology for advisers, an average adviser would generate an additional 20% time saving.The business is looking to grow their CF30 Diploma Qualified Financial Advisors. They are looking for Financial Advisors who have their own network, contacts, and connections. IFAs who are looking for an infrastructure of a larger business where they can be supported and conduct their business with clients.

  • The head office administration, technology and regulatory teams provide dedicated service and support to Financial Advisers around the country.
  • Offering both RI and AR status - ability to maintain or grow your business.
  • Choice of Independence or Restricted Advice models available.
  • Nil excess on PI.
  • No monthly costs involved for the adviser.
  • Market leading technology and support infrastructure.
  • Streamlined and efficient compliance processes.
  • Practice Buy Out for retiring Advisers or advisers looking to acquire external businesses.
  • Average production levels across the UK: £122,000.
  • Top 20 Advisor’s production levels range between £234,000 - £300,000.
  • No:1 Advisor in the UK producing: £693,000.
    • THE ROLEThe business is looking for Diploma Level 4 Qualified Financial Advisors / IFAs / Wealth Advisors with minimum 12 months experience in a CF30 UK Financial Advisor role.
  • Self-Employed Financial Advisor role
  • Market leading package and able to earn £100k+ in 1st year
  • Un-capped earnings potential
  • Able to build up a long-term client book
  • Own your clients from Day 1
  • Build your recurring income
  • Manage your own diary
  • Flexible client charging structure
  • A website - branded to your own identity
  • Powerful back office tools allowing live client portfolio valuations
  • Marketing, IT and back office support
  • Compliance, training and technical support
  • All hardware and software provided
  • Regulatory help desk for dedicated adviser technical support
  • Working from home or access to office (certain locations)
  • Adviser Retirement Package
    • WHAT YOULL NEED TO SUCCEED:
  • Diploma Level 4 Qualified UK Financial Advisor
  • 12 months minimum experience as a Financial Advisor
  • CAS signed off in the last 12 months
  • Minimum £40k of earnings or production levels in the last 12 months
  • Experience of advising clients on Investments, Pension and Protection
  • Individuals wanting to develop their own business and clients
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up their 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 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 Planner, Wealth Adviser, Financial Planning, IFA, Wealth PlanningVision-FS Recruitment is a leading Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment specialise within the IFA | Wealth Management and Employee Benefits Recruitment. Required skills
  • Financial Advisory
  • Financial Planning
  • Financial Services
  • Wealth Management
  • Independent Financial Advice

    • Keyskills :
    Financial Advisy Financial Planning Financial Services Wealth Management Independent Financial Advice

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