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Vision-FS Recruitment
London
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentDay Webster
Borehamwood
Job Overview:We are seeking a highly motivated experienced Financial Adviser to join our growing business. The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending. We are now looking to expand our wealth management advisory service, so t
Job Source: Day WebsterDay Webster
Borehamwood
Job Overview: We are seeking a highly motivated experienced Financial Adviser to join our growing business. The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending. We are now looking to expand our wealth management advisory service, so t
Job Source: Day WebsterVision-FS Recruitment
Harrow
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
London
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Hatfield
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Loughton
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentQuilter Financial Planning
greater london, england, United Kingdom
Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who
Job Source: Quilter Financial Planninggreater london, england, United Kingdom
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!
The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.
Requirements
Bachelor's degree in Finance, Accounting, Business, or a related field
Excellent knowledge of financial planning principles and investment strategies
CFP or diploma in Financial Planning advantageous
Strong communication and interpersonal skills to collaborate effectively with clients
Passionate about providing the best financial services and advice to clients
Effective problem-solving skills, with the ability to identify issues and provide solutions
Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
Valid driver’s license essential.
Adhering to CPD Requirement
Experience
2+ years experience in the financial services industry
Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
History of building strong relationships.
Job description
To generate leads, set up appointments, meet clients and close the deal.
To do an investment needs analysis
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
To obtain all necessary documentation (FICA documentation).
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
To assist with ad hoc marketing drives in your region.
To effectively service your clients that may be in other centers limited travelling may be required
Flexibility is required as clients from time to time request consultations outside of normal office hours.
Analysis to provide ideas for new product development.
Updating Profida Report on daily bases.
Submitting daily travel reports
Submitting demographic report of client.
Remuneration
fixed remuneration package (not commission based)
Financial Advisor jobs in greater london, england, United Kingdom
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