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Financial Adviser

Posted 7 days ago

  • Watford, Hertfordshire
  • Any
  • External
  • Expires In 3 months
Job Description
Financial Services | Financial Adviser (self-employed, clients provided)
Location:
Remote position. Covering Herts, Beds & Bucks region.
Package:
£50,000-£150,000 OTE.
YOUR NEW COMPANY
Our client is a market-leading Financial Planning firm based in Hertfordshire. The 30-year-old company is well-known in the region for offering expert advice in Investment Planning, Retirement Planning and Protection Planning. This award-winning business is now looking to hire an experienced Financial Adviser to join it's 9-strong Advice team.
THE ROLE
The Financial Adviser vacancy is a self-employed, home-based position. You'll be tasked to looking after an existing client bank spread across the Herts, Beds & Bucks region.
WHAT YOU'LL RECEIVE:
A 100-strong client bank
70/30 split
Full paraplanning and administration support provided
Access to leads
Access to a retainer (up to 12 months)
Own clients will be ring-fenced
Nil PII costs
Nil monthly costs
Access to an office
£50,000-£150,000 OTE
WHAT YOU'LL NEED TO SUCCEED
Diploma Level 4 Qualified UK Financial Adviser with at least 2 years’ experience
Currently hold CAS status
Financial Adviser who is driven, self-motivated and eager to make a difference
Individuals wanting to develop their own book of clients
Strong Business Development skills
You may have a client book already and need a superior proposition
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.
Synonyms:
Financial Adviser, Financial Advisor, Pensions, Investments, IFA, Financial Planning, Retirement Specialist, Retirement Planning, Sales, Business Development
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.
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