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Independent Financial Advisor

Posted 29 April by Vision-FS Recruitment
Work from home
Be one of the first ten applicants
Salary icon £100,000 - £250,000 per annum, inc benefits, OTE
Location icon Cardiff , South Glamorgan

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Financial Advisor | Independent Financial Advisor

£100,000 - £250,000 | Un-Capped Earnings

Nationwide Roles

YOUR NEW COMPANY

A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.

A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and pension funds.

Our client looks beyond the numbers and treat every client for what they are, a unique person with an individual outlook and set of needs.

Offering exemplary support and services to their Advisers and able to recruit IFA across the UK.

THE ROLE

· Self-Employed Financial Adviser role

· Working from home | Access to office

· Able to manage your own diary

· Spend more time with your clients.

· Flexible client charging structure

· Client access portal 24/7

· Un-capped earnings potential

· Adviser Retirement Package

BENEFITS

  • Market-leading self-employed contract
  • OTE: £100k+
  • Market leading fee splits
  • c80/20%
  • Full ownership of clients by the IFA
  • Compliance, training, and admin support
  • PI, FSCS fees and all other fees covered.
  • Nil monthly Adviser costs

WHAT YOU'LL NEED TO SUCCEED

  • Diploma Level 4 Qualified UK Financial Adviser
  • Experience in providing full holistic financial advice
  • Individuals wanting to develop their own book of clients
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up own client book

NEXT STEPS

Click on the apply button and remember to attach a copy of your CV.

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

Required skills

  • 1
    Financial Advice
  • 1
    Financial Planning
  • 1
    Financial Services
  • 1
    Holistic Financial Planning
  • 1
    Wealth Management
  • 1
    Financial Goals
  • 1
    Independent Financial Advice
  • 1
    Personal Financial Planning
  • 1
    Wealth Management Services
  • 1
    Certified Financial Planner

Application question

Do you have at least 1 year experience as a Financial Advisor?

Reference: 52547842

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