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- Tasks: Help clients achieve their financial goals with tailored advice and plans.
- Company: Join an award-winning national Financial Planning and Wealth Management business.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and remote work options.
- Why this job: Be part of a profitable, debt-free company with strong support and growth opportunities.
- Qualifications: Must have a Level 4 Diploma and at least 2 years' experience as a Financial Advisor.
- Other info: Existing client bank provided, plus ongoing leads and comprehensive back-office support.
The predicted salary is between 47000 - 78000 £ per year.
This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisors across the UK. Offering wealth management services to mass affluent and HNW individuals. Highly profitable group, carrying no debt, and long-standing track record in Financial Services.
The role as a Financial Advisor is an exceptional offering and includes the following:
- Existing client bank provided
- Access to ongoing leads
- Lead generation support
- Back-office support including paraplanning and admin support
The business is constantly purchasing client books and has FUM to offer new Financial Advisors to manage. The business is looking for Diploma Level 4 Qualified Financial Advisors with a minimum of 2 years’ experience in a CF30 UK Financial Advisor role.
- Employed or Self Employed Financial Advisor
- £55,000 - £65,000 Basic Salary plus car allowance
- Un-capped bonus
- Prepare sound financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Generate new business and build introducer relationships
- Work from home | access to office
Diploma Level 4 Qualified UK Financial Advisor with 1-2 years minimum experience as a Financial Advisor. Experience of advising clients on Investments, Pension and Protection.
Independent Financial Advisor (Permanent) employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (Permanent)
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and wealth management. Stay updated on market changes and regulatory updates that could impact your clients. This knowledge will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with client management and lead generation. Be ready to share specific examples of how you've successfully built client relationships and generated new business in your previous roles.
✨Tip Number 4
Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your answers during interviews and demonstrate why you're a great fit for our team.
We think you need these skills to ace Independent Financial Advisor (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma Level 4 qualification and relevant experience as a Financial Advisor. Emphasise your skills in advising clients on investments, pensions, and protection, as well as any achievements in generating new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention your experience with existing client banks and how you can contribute to the company's growth and success.
Highlight Relevant Experience: In your application, clearly outline your minimum 2 years of experience in a CF30 UK Financial Advisor role. Provide specific examples of how you've prepared financial plans and advised clients on current financial issues.
Showcase Your Client Relationship Skills: Demonstrate your ability to build introducer relationships and generate new business. Include any relevant metrics or successes that illustrate your effectiveness in these areas.
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Brush up on investments, pensions, and protection plans, as these are key areas for the role.
✨Demonstrate Client Relationship Skills
Be prepared to discuss how you've built and maintained client relationships in the past. Share specific examples of how you've generated new business or managed existing clients effectively.
✨Showcase Your Qualifications
Highlight your Diploma Level 4 qualification and any relevant experience. Be ready to explain how your background makes you a suitable candidate for this independent advisory role.
✨Prepare Questions for Them
Think of insightful questions to ask about the company’s approach to wealth management and client support. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
