Position: Independent Financial Advisor
Location: Horsham, West Sussex
Minimum Requirements:
- At least 12 months' experience as a Financial Advisor
- Level 4 qualified
- Up-to-date Statement of Professional Standing
Salary/package:
- Up to £55,000
- Competitive bonus structure
- Clients provided
- Leads provided
- Full administration support provided
- Hybrid role
YOUR NEW COMPANY
An award-winning UK-wide IFA network, with offices based in Horsham in West Sussex, is keen to hire a Independent Financial Advisor to join its expanding Advice team.
THE ROLE
Reporting to the Sales Director, the Financial Adviser's role is to provide financial planning and investment advice to new and existing clients of the firm. The position's key duties include:
- Talk to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to provide strategic financial advice and develop a financial plan.
- Analyse financial data received from clients to develop strategies for meeting clients' financial goals.
- Cultivate and maintain the client base and build relationships.
- Network, generate leads and grasp opportunities.
- Prepare or interpret financial document summaries, investment performance reports and income projections for clients.
- Review client accounts and plans on a regular basis.
REQUIREMENTS
Applicants for the Independent Financial Advisor vacancy must have the following criteria:
- At least 12 months' experience as a Financial Advisor
- Level 4 qualified
- Up-to-date Statement of Professional Standing
REMUNERATION / PACKAGE
- Up to £55,000
- Competitive bonus structure
- Clients provided
- Leads provided
- Full administration support provided
- Hybrid role
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.