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- Tasks: Help clients achieve financial goals through tailored advice and relationship building.
- Company: Join an award-winning financial planning and wealth management firm with a strong track record.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and the flexibility to work from home.
- Why this job: This role offers growth opportunities, existing client support, and a chance to make a real impact.
- Qualifications: You need a Diploma Level 4 and at least 2 years of experience as a Financial Advisor.
- Other info: Access to ongoing leads and a supportive back-office team to help you succeed.
The predicted salary is between 44000 - 66000 £ per year.
1 day ago Be among the first 25 applicants
Vision-FS Recruitment provided pay range
This range is provided by Vision-FS Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Vision-FS Recruitment
Employed and Self Employed roles available
This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisors | Independent 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
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. An existing client book is therefore provided, servicing clients, managing and retaining business as well as conducting new business opportunities.
QUALIFICATIONS AND EXPERIENCE
The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
Employed or Self Employed Financial Advisor
£55,000 – £75,000 Basic Salary plus car allowance
Un-capped bonus
Existing client bank provided
Conduct fact find meetings with new and existing clients
Prepare sound financial plans to ensure clients meet their financial goals
Advise clients on current financial issues and make recommendations
Build strong relationships to retain existing clients
Generate new business and build introducer relationships
Access to business development support team
Manage your own diary
Market leading IT system
Work from home | access to office
WHAT YOU\’LL NEED TO SUCCEED
1-2 years minimum experience as a Financial Advisor
Experience of advising clients on Investments, Pension and Protection
Proven track record of success and achievements
Experience of managing client relationships
Able to manage and retain a client book
Able to further grow a client book
You may have a client book already and need a superior proposition
Hungry, driven and motivated individual – wanting to earn minimum c£100,000+
NEXT STEPS
If you are happy to apply for this position, please 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 you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Sales, Finance, and Business Development
- Financial Services, Investment Management, and Banking
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Financial Advisor employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events or join local financial planning groups to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights on financial topics, engage with relevant content, and connect with individuals in the financial services sector to increase your visibility.
✨Tip Number 3
Consider reaching out directly to the recruitment agency, Vision-FS Recruitment, to express your interest in the role. A proactive approach can help you stand out and demonstrate your enthusiasm for the position.
✨Tip Number 4
Prepare for potential interviews by researching common questions asked of Financial Advisors. Be ready to discuss your experience with client management and how you've successfully grown a client book in the past.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma Level 4 qualification and at least two years of experience as a Financial Advisor. Emphasise your achievements in managing client relationships and generating new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific experiences where you've successfully advised clients on investments, pensions, or protection, and how you can contribute to the company's growth.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as relationship management, financial planning, and lead generation. Use examples from your past roles to demonstrate these skills effectively.
Follow Application Instructions: Ensure you follow the application instructions carefully. Attach your CV and any other required documents, and double-check for any specific requirements mentioned in the job posting before submitting your application.
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Numbers
As a Financial Advisor, you should be well-versed in financial metrics and performance indicators. Be prepared to discuss your past achievements, such as client retention rates and growth in assets under management, to demonstrate your success.
✨Understand the Company’s Proposition
Research Vision-FS Recruitment and their unique selling points. Understand their approach to wealth management and how they support their advisors. This will help you align your answers with their values and show that you're genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and client management abilities. Think of examples from your experience where you've successfully navigated complex client situations or provided tailored financial advice.
✨Showcase Your Relationship-Building Skills
Building strong relationships is key in this role. Be ready to share specific examples of how you've developed and maintained client relationships in the past, and how you plan to do so in the future with the existing client bank you'll inherit.