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Independent financial advisor

Swindon
Freelance
Vision-FS Recruitment
Independent financial advisor
Posted: 12h ago
Offer description

Financial Advisor | Independent Financial Advisor

Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor

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

Nationwide Roles



YOUR NEW COMPANY


* A nationwide dynamic and established network with quality advisers servicing high net worth clients.
* Directly Authorised IFA.
* Awarded: Employer of the Year 🏆
* Main goal is to provide the ideal home for highly experienced independent advisers, where they can be certain that they have access to the best support and resources their network has to offer, allowing them to focus on what matters most: serving the best interests of their customers
* With a truly independent proposition, your clients will receive an outstanding service.
* Bespoke technology allows IFAs to deliver the best service to their clients


THE ROLE


* Independent Financial Adviser
* Working from home | Access to office
* Manage and build your business
* Able to manage your own diary
* Spend more time with your clients.
* Flexible client charging structure
* Un-capped earnings potential
* Adviser Retirement Package


BENEFITS


* A network with no extra or hidden fees
* Full client ownership
* Flexible client charging structure
* Market-leading fee splits:
* 80%-20%
* All costs covered
* Low charges
* Marketing, IT, and back-office support
* Compliance, training, and admin support
* Review Team - annual review packs
* Efficient business processing systems
* Retainer provided
* Regulatory help desk for dedicated adviser technical support
* Un-capped earnings
* Adviser Retirement Package


WHAT YOU'LL NEED TO SUCCEED


* Diploma Level 4 Qualified UK Financial Adviser
* Experience in providing holistic financial advice
* Networking skills
* Individuals wanting to develop their book of clients
* Self-sufficient and have a credible business plan
* If you have a client book and are looking for a superior proposition


NEXT STEPS


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

I 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.

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