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Financial Advisor

Vision-FS Recruitment
Job LocationChesterfield
EducationNot Mentioned
Salary£50,000 - £65,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Advisor | Independent Financial AdvisorLocation: Chesterfield or Surrounding AreaMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed and Self Employed roles available£50,000 - £65,000 Basic Salary + car allowanceOTE £80,000 - £200,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYThis is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor’s across the UK. Offering wealth management services to mass affluent and HNW individuals.Highly profitable group, carrying no debt, and long-standing track record in Financial Services.THE ROLEThe role as an IFA 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 business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 1 year experience in a CF30 UK Financial Advisor role.

  • Employed or Self Employed Financial Advisor
  • £50,000 - £65,000 Basic Salary plus car allowance
  • Un-capped bonus
  • Existing client bank provided
  • 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
  • Build strong relationships to retain existing clients
  • Generate new business and build introducer relationships
  • Access to business development support team
  • Manage your own diary
  • Market leading IT system
  • Work from home | access to office
WHAT YOULL NEED TO SUCCEED
  • Diploma Level 4 Qualified UK Financial Advisor
  • 1 year 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 manage and retain a client book
  • 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 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.Required skills
  • 1Financial Advice
  • 1Financial Planning
  • 1Financial Services
  • 1Holistic Financial Planning
  • 1Investments
  • 1Pensions
  • 1Financial Goals
  • 1Independent Financial Advice
  • 1Wealth Management Services
  • 1Certified Financial Planner

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