Financial Advisor

Cavendish Maine; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Financial Planning firm in Greater London is seeking an experienced Advisor to provide comprehensive financial advice. The successful candidate will deliver regulated advice, conduct client reviews, and recommend suitable products. Strong diploma qualifications in Financial Planning are essential. The role offers a salary range of £60k-£80k DOE plus bonuses and extensive company benefits, along with an established client bank and support.

Benefits

Car Allowance

Extensive Company Benefits

Qualifications

• Strong technical knowledge across all aspects of Financial Planning.
• Experience providing regulated financial advice.

Responsibilities

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients' financial circumstances.
• Research and recommend suitable financial products.
• Prepare and present financial plans and suitability reports.
• Contribute to business growth by identifying new opportunities.

Skills

IT literacy

Relationship building

Pro-active client service

Education

Diploma qualified Advisor

Job description

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales

Role and Responsibilities

Provide regulated financial advice across investments, pensions, protection, and tax planning.

Conduct thorough reviews of clients financial circumstances, needs, and objectives.

Research and recommend suitable products and solutions, from the centralised investment proposition.

Prepare and present clear, personalised financial plans and suitability reports.

Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.

This is an employed role with an established client blank and Paraplanning and admin support provided.

The Individual

The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.

Other desired skills

• IT literate
• Excellent relationship building skills
• Pro-active with a desire to provide the best possible service to clients.

The Package

Salary £60k-£80k DOE + bonus

Car Allowance

Extensive Company Benefits

Contact

Karen Cummins

Reference

KC / 99819

Candidate care

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.