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Financial Adviser

Job LocationCambridge
EducationNot Mentioned
Salary40,000 - 150,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Financial Advisor | Independent Financial AdvisorLocation: CambridgeMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorSalary: OTE £100,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYAn exciting opportunity has become available with a Financial Advice business who are an award-winning national IFA business. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering FinancialPlanning and Wealth Management services to clients across the country.The role as a Financial Advisor is an exceptional offering and includes the following: existing clients provided, access to ongoing leads, lead generation support, 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.

  • Financial Advisor
  • Un-capped earnings potential
  • Existing clients 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 YOULL 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 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 appropriatewe 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. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.

Keyskills :
Financial AdviceFinancial AdvisoryFinancial PlanningInvestmentsIndependent Financial Advice

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