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

    Vision-FS Recruitment
    Vision-FS Recruitment Birmingham, United Kingdom

    2 weeks ago

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    Description

    Financial Advisor | Independent Financial Advisor

    £50,000 - £75,000 | Un-Capped Bonus

    Client Book Provided

    Warwickshire

    YOUR NEW COMPANY

    An 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 UK.

    THE ROLE

    • Financial Advisor
    • Leads and clients provided
    • Advising clients locally where you live in the country
    • Conduct fact find meetings with new and existing clients
    • Prepare sound financial plans to ensure clients meet their financial goals
    • Work from home
    • Back-office support

    BENEFITS

    • Basic Salary
    • £50,000 - £75,000
    • 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.