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Independent financial advisor

Crawley
Freelance
Vision-FS Recruitment
Independent financial advisor
Posted: 10h ago
Offer description

Position : Independent Financial Advisor (hybrid position) Location : Crawley, West Sussex (2 days per week working from home)
Up to £70,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking + IP

Over the past 30 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The business is currently looking to increase headcount within its Financial Advice team. Currently 8-strong, the company is keen to hire at least one Independent Financial Advisor as the firm continues to grow year-on-year.
Our client requires an experienced Independent Financial Advisor who can convert strong leads into clients and generally develop new business.
The geographical area the Independent Financial Advisor would cover would be mainly parts of Surrey and West Sussex. Apart from generating new business and converting leads, the Independent Financial Advisor would also be expected to help clients reach their goals through holistic planning and advice. Strong knowledge of Inheritance Tax Planning, Pensions, Investments and Equity Release would be preferred.
The Independent Financial Advisor position allows for hybrid working.

Candidates interested in the Independent Financial Advisor vacancy will need the following criteria:
The package for the Independent Financial Advisor vacancy is as follows:
~ Salary up to £70,000 (depending on experience)
~ Annual bonus
~ Pension
~25 days’ annual leave
~ Free parking
~ Hybrid working (2 days per week WFH)


Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning

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