Financial Adviser

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.