Unlock Your Earning Potential as a Financial Advisor
Join a leading national Financial Planning and Wealth Management Business as a Diploma Qualified Financial Advisor, where you'll have the opportunity to work with mass affluent and HNW individuals, offering wealth management services and enjoying a highly profitable environment with no debt.
Key Responsibilities:
* Manage and retain a client book, providing financial planning and wealth management services to clients
* 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 to achieve their financial objectives
* Build strong relationships with clients to retain their business and generate new business opportunities
* Work closely with the business development support team to access ongoing leads and lead generation support
Requirements:
* Diploma Level 4 Qualified UK Financial Advisor
* Minimum 2 years' experience as a Financial Advisor, with a proven track record of success and achievements
* Experience of advising clients on investments, pensions, and protection
* Ability to manage and retain a client book, with a strong focus on building relationships and generating new business opportunities
What We Offer:
* Basic Salary: £55,000 - £85,000, plus car allowance
* OTE: £150,000++
* Un-capped bonus
* Existing client bank provided
* Access to business development support team
* Market-leading IT system
* Work from home or access to office
About Us:
Vision-FS Recruitment is a leading Financial Services Recruitment business, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment. We're passionate about connecting talented professionals with exciting opportunities in the UK FS market.