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Financial Advisor Independent Financial Advisor £50,000 - £75,000 Un-Capped Bonus Client Boo k Provided Doncaster YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma Qualified Financial Advisor Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the UK. THE ROLE Financial Advisor Leads and clients provided Advising clients locally where you live in the country Conduct fact find meetings with new and existing clients Prepare sound financial plans to ensure clients meet their financial goals Work from home Back-office support BENEFITS Basic Salary £50,000 - £75,000 OTE: £100,000 Un-capped bonus Pension, DIS, holiday and other benefits WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified Financial Advisor. 2 years minimum experience as a Financial Advisor. Experience in offering holistic financial advice. Proven track record of success and achievements. Experience in managing and retaining a client book. Ability to generate new business opportunities. You may already have a client book and seeking a superior proposition. NEXT STEPS Click on the apply button and remember to attach a copy of your CV. 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
Trainee Financial Advisor opportunity - National Academy programme with no barrier to location - UK wide AUG START Have you ever thought about becoming a financial advisor but weren't sure how to make it a reality? - here is your chance to make it happen. The financial services sector contributed £278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares. We are hiring for trainee financial advisors for a fully funded training academy providing a fantastic opportunity to enter a structured academy programme taking you a structured journey. Within the programme you will gain the necessary qualifications and skills training required helping to develop you into a successful financial advisor. In this academy you will: Gain the CII's Diploma in Regulated Financial Planning qualification Learn the core skills and behaviours relevant to the job role Enjoy the support of a structured learning programme Have access to industry leading learning content and experienced tutors Gain your FCA Authorisation Receive guidance from experienced colleagues throughout your journey Develop the expertise to engage, interact with, and ultimately advise clients Receive all the tools required to excel in your new financial services career Build a successful financial services practice Gain access to lead generation to assist in the early days of your advising career Reduction in fees and access to business support functions such as marketing So, what's the criteria of entry for the academy programme? In the main, we are looking for applicants who have a genuine interest in the financial services industry. You should have a strong desire to develop yourself and to help others achieve their financial goals. While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only. You need to be committed to applying yourself diligently to the structured programme as the study and examinations are rightly challenging - this usually means that you will have to give up some of your own time as well as any time you may be given in the workplace. The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university. Regardless of your background there are some key characteristics we look for in applicants. These are... A history of academic achievement Entrepreneurially minded Ability to demonstrate an interest in the financial services industry and in particular advice & planning Commitment, drive and passion An enthusiasm to engage with people and understand them better A natural curiosity Self-motivated An ability to communicate clearly and concisely Excellent time management and organisational skills