Financial Advisor - Leeds, United Kingdom - Vision-FS Recruitment

Vision-FS Recruitment

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Advisor | Independent Financial Advisor

£75,000 - £100,000 | Un-Capped Bonus

£10m AUM Client Book Provided

Leeds | Surrounding Area's

Level 4 Diploma | CF30 Financial Advisor

YOUR NEW COMPANY

An 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: existing client bank provided, access to ongoing leads, lead generation support, back-office including paraplanning and admin support.

The business is constantly purchasing client books and has c£10m AUM to offer new Financial Advisors to manage.

An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.

THE ROLE

We are recruiting 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 - £75,000 Basic Salary

OTE: £100,000+
Uncapped bonus
Existing client bank provided
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
Build strong relationships to retain existing clients
Generate new business and build introducer relationships
Manage your own diary
Work from home | access to office

WHAT YOU'LL 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 and retaining a client book
Ability to generate new business opportunities
You may already have a client book and seeking a superior proposition
Hungry, driven and motivated individual wanting to earn minimum c£100,000+

NEXT STEPS

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