Financial Advisor - Cambridge area
Remote role
OTE YR 1 - £90,000
This opportunity is perfect for experienced financial advisers who have been advising for at least 3 years. If you are looking to accelerate your career within a high-performing, ambitious firm and thrive in a fast-paced, high-growth environment, this could be your next move.
The Business
We’re working with a growing and well-regarded financial planning firm that is looking to appoint experienced Financial Advisers. This is an excellent opportunity for someone who is focused on delivering high-quality advice and building long-term client relationships, with the support and infrastructure to do so effectively.
The firm needs an experienced financial adviser to help manage their existing clients based in and around Cambridge. In time, you will also be tasked with growing this client bank by converting opportunities provided to you from the lead generation and business development departments.
The Role
Working as an advisor with this business, you will take on an established client bank of c.130 households. Whilst maintaining these relationships, you will also look to grow the business by converting new business opportunities that are provided. In addition to new business support you will also benefit from full administration and paraplanning support. This structure is designed so that advisers concentrate on spending time with clients and being successful.
Benefits
*Basic salary of £55,000 - £70,000 dependent upon experience
*Leads provided
*Paraplanning / admin support
*Employer pension scheme
*4 x Death in Service Cover
*Health Cash Plan
*Income Protection scheme
Desired Experience
*Level four qualified
*3 years experience as an advisor
*Working towards (or having achieved) chartered status is a preference but not essential
Applying
If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further
Synonyms
Wealth advisor, financial planner, financial adviser, wealth manager