Financial Advisor - Cambridge

GCB; Cambridge; Remote; GBP 40,000 - 300,000; Full time

Job summary

Une société de conseil financier bien établie propose une opportunité rare pour un Financial Advisor. Ce poste indépendant offre un potentiel de revenus illimité avec un soutien continu et des opportunités de formation. Une expérience antérieure en tant que conseiller et un client bank existant sont des atouts importants.

Benefits

Unlimited earning potential

Compliance support

In-house and external training/workshops

Paraplanning support

Admin support

Qualifications

• Diplôme en planification financière régulée requis.
• Excellentes compétences en communication écrite et orale.
• Expérience antérieure comme conseiller appréciée, ou volonté de progresser.

Responsibilities

• Contacter des clients et planifier des réunions pour évaluer leur situation financière.
• Analyser des informations et préparer des recommandations personnalisées.
• Développer et entretenir des relations clients.

Skills

Communication

Computer literacy

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Social network you want to login/join with:

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Client:

GCB

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e2759d22f184

Job Views:

4

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

Want to join a firm that can offer HUGE earning potential alongside working flexibility?

We're excited to offer an experienced Financial Advisor a rare opportunity to join our client, a well-established independent financial advisory firm with an excellent reputation and a large client base. They provide their employees with fantastic earning opportunities, ongoing support, and career advancement.

This position is on a self-employed, work-from-home basis.

The successful Financial Advisor will be offered:

• Unlimited earning potential, with top earners making up to £300,000 annually (dependent on business volume and work ethic)
• 80:20 split
• Compliance support
• In-house and external training/workshops
• CII exam training and in-house study courses, including R0, AF, Level 6, and Fellowship
• No monthly fees
• Paraplanning support
• Admin support
• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Preferably experience as an adviser, but open to those seeking progression from a previous role
• An existing client bank to bring with you
• Excellent communication skills in English, both written and spoken
• Computer literacy with attention to detail
• Highly self-motivated and proactive

Working hours:

• Self-employed basis
• Flexible working hours
• Remote work available

Role responsibilities include:

• Contact clients and schedule meetings for comprehensive reviews of their financial situations, current provisions, and future goals
• Analyze information and collaborate with support teams to prepare tailored recommendations and review financial reports
• Research approved product providers and inform clients about new and existing products and services
• Maintain awareness of financial products and legislation to ensure technical knowledge remains current
• Develop and sustain client relationships
• Continuously grow your client bank and maximize opportunities to build profitable relationships