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Financial advisor

Liverpool (Merseyside)
Vision-FS Recruitment
Financial advisor
Posted: 13h ago
Offer description

Financial Adviser | IFA

£70,000 - £150,000 | Un-Capped Earnings

Clients Provided

Nationwide Roles


A market-leading Financial Planning firm is expanding its UK team of employed Financial Advisers. The role provides a dedicated client bank, warm leads, and comprehensive back-office support.


THE ROLE


* Financial Adviser
* Leads and clients provided
* Qualified meetings booked into the adviser’s diary
* Advising clients locally where you live in the country
* Conduct fact-find meetings with new and existing clients
* Prepare sound financial plans to ensure clients meet their financial goals
* Work from home
* Back-office support


BENEFITS


* Basic Salary
* Un-capped bonus
* OTE: £70,000 - £150,000
* Pension, DIS, holiday and other benefits


WHAT YOU'LL NEED TO SUCCEED


* Diploma Level 4 Qualified Financial Adviser
* 3 years minimum experience as a Financial Adviser
* Experience in offering holistic financial advice
* Proven track record of success and achievements
* Experience in conducting new business with clients


NEXT STEPS


Click on the apply button and remember to attach a copy of your CV.


Vision-FS Recruitment is a leading UK-based Financial Services Recruitment company.

Financial Planning | Wealth Management | Employee Benefits | www.vision-fs.co.uk

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