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Financial Advisor / Independent Financial Advisor Location: Sunderland or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £100k-£150k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor's across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and pension funds. Our client looks beyond the numbers and treat every client for what they are, a unique person with an individual outlook and set of needs. Offering exemplary support and services to their Advisers and able to recruit IFA across the UK. THE ROLE Self-Employed Financial Adviser role Working from home Access to office Able to manage your own diary Spend more time with your clients. Flexible client charging structure Client access portal 24/7 Un-capped earnings potential Adviser Retirement Package BENEFITS Market-leading self-employed contract OTE: £100k Market leading fee splits up to c85/15% Full ownership of clients by the IFA Compliance, training, and admin support PI, FSCS fees and all other fees covered. Nil monthly Advisor costs WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 Qualified UK Financial Adviser Experience in providing full holistic financial advice Individuals wanting to develop their own book of clients Self-sufficient and have a credible business plan Good at business development or looking to build up own client book NEXT STEPS 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 role and answer any questions. Where appropriate we can also recommend other relevant opportunities 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.
Financial Advisor Independent Financial Advisor £50,000 - £75,000 Un-Capped Bonus Client Boo k Provided Sunderland 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. If you are happy to apply for this position, 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. Where appropriate we can also recommend other relevant opportunities that match your experience. 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