Independent Financial Advisor

Job Location	Henham, Bishop's Stortford
Education	Not Mentioned
Salary	60,000 - 100,000 per annum, inc benefits, OTE
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time or part-time

Job Description

Financial Advisor | Independent Financial Advisor£60,000 - £100,000 | Un-Capped EarningsClients + Leads ProvidedBishops Stortford| Surrounding AreasLevel 4 Diploma | CF30 Financial AdvisorYOUR NEW COMPANYAn exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offeringFinancial Planning and Wealth Management services to clients across the country.The role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, internal lead generation support, existing client bank, 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.

Employed Financial Advisor
£50,000-£70,000 Basic Salary
Un-capped bonus
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
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
2 years 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 convert qualified leads into new business
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. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

Keyskills :
Financial AdvisoryFinancial PlanningFinancial ServicesWealth ManagementIndependent Financial Advice

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