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Financial Adviser

40,000 - 50,760
Vision FS Recruitment

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Position: Financial Adviser

Location: South London/agile role

Minimum Requirements: Level 4 qualified, CF30, minimum 12 months’ adviser experience, strong GPP experience, Employee Benefits experience, UK driving licence

Salary/package: £50,760 + bonuses (OTE year 1 = £78K) + 20% bonus per deal + pension + LC + 30 days holiday


Our client is a well-established financial solutions & employee benefits business that designs services to fit the needs of individuals and organisations wherever they are on their financial journey.The company strives to deliver better financial outcomes for employers, employees and individuals across the UK.


The Financial Adviser role’s primary purpose is to sell a brand new Investment Service to the employees of a portfolio of corporate clients through a mixture of Group Presentations and One to One meetings, as well as through other communication channels, i.e. telephone, email and in writing.

The Financial Adviser role can be home-based, with a requirement to visit the company’s offices once a week.

The Financial Adviser’s key duties will include:

  • Arranging meetings with group scheme members either directly with the individual or in conjunction with the Client Relationship Manager.
  • Communication of the Investment Service to existing pension scheme members through a combination of Group Presentations and Individual One to One meetings.
  • Fact finding, assessing the client’s attitude to risk and identifying areas of shortfall in a client’s financial plan and where gaps are identified, making appropriate recommendations.
  • Conducting member review meetings at the client’s premises for all Investment Service clients.
  • Use of all appropriate provider tools in the delivery of focused personal advice/guidance to the employee or member.


Candidates interested in the Financial Adviser vacancy will have the following criteria:

  • Level 4 qualified
  • CF30
  • A minimum of 12 months’ Advising experience
  • Strong GPP experience
  • Employee Benefits experience
  • UK driving licence
  • Hungry/driven to succeed


The package for the Financial Adviser vacancy is as follows:

  • £45,000 salary
  • £5,760 car allowance
  • Bonus - 20% of new business written
  • Pension
  • Life Cover
  • Staff Discount Club
  • Medical
  • 30 days holiday including bank holidays
  • Study support

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.

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