FINANCIAL ADVISER - CAMBRIDGE
Are you an experienced Financial Adviser looking to take the next step in your career within a supportive, high-performing wealth management environment.
This is an excellent opportunity to join a growing financial planning business, with the option to take ownership of an established High-Net-Worth (HNW) client portfolio or focus on developing and growing your own client base.
With an established client book, quality leads and dedicated internal support, you will have the opportunity to focus on delivering exceptional financial advice, building lasting client relationships and maximising your earning potential.
Key Responsibilities
- Provide high-quality, tailored financial advice to an established portfolio of HNW clients.
- Manage and develop existing client relationships, delivering strategies across investments, pensions, tax planning and estate planning.
- Proactively grow your client portfolio through referrals, networking and quality leads.
- Maintain and service an established book of existing clients, ensuring an exceptional level of ongoing support.
- Work collaboratively with internal Business Development, Paraplanning and Administration teams.
- Keep up to date with industry developments and financial planning trends to ensure clients receive relevant, up-to-date advice.
About You
- Level 4 Diploma in Financial Advice (essential).
- Level 6 qualification in Financial Advice (desirable).
- Minimum of 3 years' experience providing holistic financial advice.
- Strong technical knowledge across pensions, investments and protection.
- Proven ability to build and maintain strong client relationships.
- A track record of delivering excellent client service.
- Self-motivated, professional and driven to develop your career.
- Full UK driving licence and access to your own transport, with the ability to travel to client meetings across Cambridge and the surrounding areas.
What's on Offer
- Established Client Book: opportunity to take over an existing portfolio of high-net-worth clients from day one.
- Excellent Support: dedicated Paraplanning, Administration, Marketing and Business Development support, allowing you to focus on advising.
- Quality Leads: access to opportunities to develop and grow your client portfolio.
- Coaching & Development: ongoing guidance, mentoring and professional development from experienced industry leaders.
- Flexible Working: choice of employed or self-employed arrangements.
- Earning Potential: opportunity to maximise your earnings within a growing financial planning business.
About the Business
Join an ambitious and growing financial services business, operating within an established wealth management network. Combining the backing and resources of a well-established organisation with the flexibility and personal approach of a close-knit team, the business is committed to delivering exceptional client experiences and supporting its advisers to succeed.
- Location: Cambridge
- Working Arrangement: Remote / Client Meetings
- Employment Type: Full-time, Permanent
- Salary: £40,000 - £65,000 per annum
- Working Options: Employed or Self-Employed
If you are an experienced Financial Adviser looking for an opportunity to develop your career, manage an established client portfolio and benefit from excellent support, we'd love to hear from you.
