Unlock Your Earning Potential as a Financial Advisor
Join a leading national Financial Planning and Wealth Management Business as a Financial Advisor, where you'll have the opportunity to grow your career and earn a competitive income.
About the Role:
As a Financial Advisor, you'll be responsible for providing expert financial planning and wealth management services to mass affluent and HNW individuals. You'll work closely with existing clients, manage and retain their business, and identify new opportunities for growth.
Key Responsibilities:
* Conduct fact find meetings with new and existing clients to understand their financial goals and objectives
* Prepare and present sound financial plans to ensure clients meet their financial goals
* Advise clients on current financial issues and make recommendations
* Build strong relationships with clients to retain their business and identify new opportunities
* Generate new business and build introducer relationships
* Access to business development support team and market-leading IT system
Requirements:
* Diploma Level 4 Qualified UK Financial Advisor
* Minimum 2 years' 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 and growing a client book
What We Offer:
* Competitive basic salary and uncapped bonus potential
* Existing client bank provided and access to ongoing leads
* Back-office support including paraplanning and admin support
* Market-leading IT system and business development support team
About Us:
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. We specialise in Financial Planning, Wealth Management, and Employee Benefits Recruitment.