Financial Advisor

Location Exeter
Discipline: Financial Planning, Wealth Management
Job type: Permanent
Contact name: Parvez Miah

Contact email: parvez.miah@vision-fs.co.uk
Contact phone: 07779150847
Published: over 1 year ago
Expiry date: 31 Jul 2024 23:59

​Financial Advisor | Independent Financial Advisor

£50,000 - £80,000 | Un-Capped Bonus

Client Book Provided

Exeter | Devon | Surrounding area

YOUR NEW COMPANY

An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the country.

THE ROLE

  • Employed Financial Advisor.

  • Independent Financial Advisor role.

  • Existing client book provided.

  • Conduct fact-find meetings with new and existing clients.

  • Prepare sound financial plans to ensure clients meet their financial goals.

  • Build strong relationships to retain existing clients.

  • Generate new business and build introducer relationships.

  • Work from home.

BENEFITS

  • £50,000 - £80,000 Basic Salary

  • OTE: £100,000+

  • Un-capped bonus

  • Pension, DIS, holiday and other benefits.

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified Financial Advisor.

  • 2 years minimum experience as a Financial Advisor.

  • Experience in offering holistic financial advice.

  • Proven track record of success and achievements.

  • Experience in managing and retaining a client book.

  • Ability to generate new business opportunities.

  • You may already have a client book and seeking a superior proposition.

NEXT STEPS

If you are happy to apply for this position, 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. Where appropriate we can also recommend other relevant opportunities that match your experience.

Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

Vision-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