Job Overview

Location
Guildford, England
Job Type
Full Time
Salary
£60,000 - £120,000 Per Year
Date Posted
3 days ago

Additional Details

Job ID
316654
Job Views
7

Job Description

Financial Advisor | Independent Financial Advisor

Locations: Guildford | Surrounding Area's

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

£60,000 - £120,000 | Un-Capped Earnings Potential

YOUR NEW COMPANY

This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and Wealth Management services to HNW and UHNW clients.

The business has attracted this year c£250m FUM in new money and by next year will be a c£3b FUM business. Average advisers are managing books of c£50m in FUM. The role is for IFA’s who enjoy business development and should appeal to ambitious, hard-working individuals with a proven sales record and exceptional networking skills.

Due to increased demand for Wealth Planning, the firm is looking to grow their CF30 Diploma Qualified Financial Advisor’s across the UK. Financial Advisors who have their own network, book of clients or contactsand looking for an infrastructure of a national IFA business should apply for this position.

THE ROLE

The business is looking for Diploma Level 4 Qualified Financial Advisor | IFA | Private Banker | Wealth Manager with minimum of between 2-5 years’ experience in a CF30 UK Financial Advisor role.

  • Independent Financial Advisor role
  • £60,000 - £120,000 Basic + Bonus
  • IFA and Wealth Management Business
  • Develop new clients and contacts
  • Access to Business Development support team
  • Build your own FUM and recurring income
  • Access to Marketing, Client Events and Seminars
  • Training and Development
  • Powerful back-office tools allowing live client portfolio valuations
  • Marketing, IT and back-office support
  • State of the art IT and business processing system
  • All hardware and software provided
  • Paraplanning and admin support
  • Working from home or access to office
  • Un-capped earnings potential
  • 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

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified UK Financial Advisor
  • 2-5 years minimum experience as a Financial Advisor | Wealth Manager | Private Banker
  • If you enjoy a client following between £10m to £50m
  • Individuals wanting to develop their own business and clients
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up 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£150,000+

NEXT STEPS

If 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 appropriate we 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 Planning

Vision-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.

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