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Job Title


Financial Advisor


Company : Vision-FS Recruitment


Location : stoke-on-trent, midlands


Created : 2025-04-16


Job Type : Full Time


Job Description

Financial Advisor | Independent Financial AdvisorLocations: Nationwide RolesMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed and Self Employed roles available55,000 - 150,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYThis is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisors across the UK. Offering wealth management services to mass affluent and HNW individuals. Highly profitable group, carrying no debt, and long-standing track record in Financial Services.THE ROLEThe role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.The business is constantly purchasing client books and has FUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.THE ROLEThe business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years experience in a CF30 UK Financial Advisor role.Employed or Self Employed Financial Advisor55,000 - 80,000 Basic Salary plus car allowanceOTE: 150,000++Un-capped bonusExisting client bank providedConduct fact find meetings with new and existing clientsPrepare sound financial plans to ensure clients meet their financial goalsAdvise clients on current financial issues and make recommendationsBuild strong relationships to retain existing clientsGenerate new business and build introducer relationshipsAccess to business development support teamManage your own diaryMarket leading IT systemWork from home | access to officeWHAT YOU'LL NEED TO SUCCEEDDiploma Level 4 Qualified UK Financial Advisor1-2 years minimum experience as a Financial AdvisorExperience of advising clients on Investments, Pension and ProtectionProven track record of success and achievementsExperience of managing client relationshipsAble to manage and retain a client bookAble to further grow a client bookYou may have a client book already and need a superior propositionHungry, driven and motivated individual - wanting to earn minimum c100,000+NEXT STEPSIf 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: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth PlanningVision-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.