Average Financial Advisor salary in the UK

A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis. Transferable clients advantageous, good quality leads provided. This role can be either office based (free onsite parking available) or fully home based or hybrid. Any UK location considered. Financial Advisor Role: You will offer financial advice that is best suited to meet the clients' needs. The services you provide will include retirement planning, Investments, life insurance, income protection, critical illness, Mortgages, and inheritance tax planning. We also have a commercial loan department & Wills; LPAs & Probate therefore identify appropriate leads which will be credited to your target as per agreed percentages. You will be required to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their needs, aspirations, and financial plans. You will conduct full client contact from receiving a lead to fact find meetings and presentation meetings with back-office support provided. Help with Intelligent Office (CRM system), electronic ID check and all documents will be sent to clients on your behalf to be signed via DocuSign. Full paraplanning and admin support provided.You will be responsible to ensure a fully compliant file is prepared for each business area undertaken and file checking will be undertaken to ensure a 90% pass rate. Financial Advisor Requirements Hold Level 4 Diploma as a minimum.Transferable clients (This may be after a period of restrictive covenant)Experience servicing a client book and generating new business.You will be proactive and continue to generate leads, referrals, and introducers.You will benefit from full back-office support as well as leads, referrals targeted bonus and a generous employee benefit (employed role). Financial Advisor Salary and Benefits: Self-Employed or Employed (Base salary negotiable and dependant upon transferable book of clients)Death in Service Benefit.Company Pension, employer contribution based on salary level and agreed targets.Generous Bonus scheme paid quarterly based on production and agreed percentages.You can expect a generous holiday entitlement of 25 days and 1 additional day for each year completed up to maximum of 30 day. (Employed)Full expenses will be paid for any travel outside of normal working basis. Business Production & Income Targets Salary to be negotiated, in conjunction with Industry standard target, with generous bonus schemeYou will be expected to work closely with our accountancy practices to develop stakeholder relationships and work with their leads.We will provide you with good quality leads alongside self-generation from existing clients and recommendations.Full marketing support will be undertaken regularly.

This role is best suited to those advisers with 7+ years’ experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term. The Company The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals. The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients. The Role You will be handed over a sizeable client bank for you to look after and develop. You will use your skills to maintain these long-established clients, whilst being supported from a well-established team providing your back-office support, and over time you can develop the business further by taking on additional clients. The Benefits Competitive salary to be tailored to the individual.Excellent commission scheme.Modern office space.Paraplanning & Administration Support.Additional benefits to be tailored to the individual. If this interests you, then the next step is to apply. Just attach your CV along with your basic contact details, we’ll be in touch!

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Nationwide Roles Clients + Leads Provided YOUR NEW COMPANY An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported by guidance and advice. The group carries out seminars and webinars every month, educating employees about retirement planning. This in turn creates over 15,000+ new leads per year for advisers. THE ROLE Financial Advisor | Independent Financial AdvisorDiploma Level 4 QualifiedAccess to leads and clientsAdvising clients locally to where you live in the countryConduct fact-find meetings with new and existing clientsPrepare sound financial plans to ensure clients meet their financial goalsGenerate new business and build introducer relationshipsBuild your own client bookGrow your recurring incomeWork from home BENEFITS Market-leading self-employed contractOTE: £100k+Average earnings across the UK c£150,000Un-capped earningsBack-office supportAdviser retirement package WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified UK Financial Advisor1-year minimum experience as a Financial AdvisorExperience in offering holistic financial adviceProven track record of success and achievementGood at business development or looking to build up own client bookYou may have a client book already and need a superior proposition NEXT STEPS If you are happy to apply for this position, 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. Where appropriate we can also recommend other relevant opportunities that match your experience. 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. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk