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Financial Advisor

Swansea

Financial Advisor / Independent Financial Advisor

Location: Swansea or Surrounding Area

Nationwide Roles

Minimum Requirements: Level 4 Diploma in Regulated Financial Planning

Salary: OTE £150k-£200k

Un-Capped Earnings Potential

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, 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 Advisor 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. One of our consultants will be in touch to discuss the role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.

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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Financial Advisor jobs in Swansea

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