Independent Financial Advisor

Posted 27 October by Vision-FS Recruitment
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Position: Independent Financial Advisor

Location: Kingston, South West London

Minimum Requirements: 3-5 years’ experience as an Independent Financial Advisor, Chartered or have an advanced pensions qualification, cashflow user experience (Voyant).

Salary/package: £55-£60,000 plus part-ownership in the Independent Financial Advisor firm

YOUR NEW COMPANY

An award-winning Independent Financial Advisor firm based in Kingston, South West London is keen to hire an Independent Financial Advisor to join its expanding team. The firm, which has been a market leader for South West London for many years, is looking to offer the successful candidate part-ownership of the business as the Managing Director looks to scale back his day-to-day involvement.

THE ROLE

Reporting to the MD, the Independent Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank. The Independent Financial Advisor will also be expected to generate new clients. The Independent Financial Advisor will have full paraplanning and administration support as well as the ability to work from home as well as the office.

REQUIREMENTS

Applicants for the Independent Financial Advisor vacancy must have the following criteria:

  • 3-5 years’ experience as an Independent Financial Advisor
  • Background of generating new clients
  • Chartered or have an advanced pensions qualification
  • Cashflow user experience (Voyant ideal)

REMUNERATION / PACKAGE

  • A base salary of between £55-£60,000
  • Part-ownership of the business
  • 25 days’ annual leave
  • Pension
  • Study support
  • Free parking
  • Various other benefits

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

Reference: 40872681

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