£100K/yr to £250K/yr
Cardiff, Wales
Permanent, Variable

Independent Financial Advisor

Posted by Vision-FS Recruitment.

Financial Advisor | Independent Financial Advisor

£100,000 - £250,000 | Un-Capped Earnings

Nationwide Roles

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
  • c80/20%
  • Full ownership of clients by the IFA
  • Compliance, training, and admin support
  • PI, FSCS fees and all other fees covered.
  • Nil monthly Adviser 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.

Synonyms: Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning