Independent Financial Adviser

Posted 5 November by Vision-FS Recruitment
Featured

Financial Adviser / IFA- ALL LEADS PROVIDED

Minimum Requirements: Level 4 Diploma and 12 months CF30 adviser experience

Un-Capped Earnings + Benefits: OTE: £80K+ in 1st year

YOUR NEW COMPANY

This is a first class Financial Planning and Wealth Management Business looking to grow their CF30 Diploma Qualified Financial Advisers due to increased business levels. Offering wealth management services to mass affluent and HNW individuals and boasting a long-standing track record in Financial Services.

THE ROLE

The business is looking for Diploma Level 4 Qualified Financial Advisers / IFA's / Wealth Advisers with minimum 12 months experience in a CF30 UK Financial Adviser role.

*Employed Financial Adviser role

*All leads and clients provided

*Access to business development support team

*Market leading basic salary and bonus

*Ability to earn £100k+

*Un-capped earnings

*Able to build up a long-term client book

*Able to build your recurring income

*Market leading IT system

REQUIREMENTS

You will need to meet the below minimum requirements for this role:

*Level 4 Diploma Qualified in Financial Planning

*Experience as an IFA, Financial Adviser, CF30 Regulated Adviser

*12 months minimum experience in a CF30 role

*Proven track record of success and achievement

*Good knowledge around investments and pension is an advantage

*Good compliance track record

*Good admin/diary management

REMUNERATION / PACKAGE

*Market leading basic salary depending up on experience

*Un-capped bonus, first year earnings likely to be £80,000+

*Company pension

*Holiday

*Death in service

Required skills

  • Financial Advice
  • Investments
  • Independent Financial Advice
  • Wealth Management Services
  • CF30

Application questions

Are you Diploma Level 4 Qualified?
Do you have experience of giving regulated advice?
Are you currently or have been a Financial Adviser in the last 12 months?

Reference: 39291127

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