Financial Advisor - Cambridge

GCB; Cambridge; Remote; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial advisory firm in Cambridge is seeking an experienced Financial Advisor. This self-employed role offers unlimited earning potential, flexible working hours, and extensive training support. Ideal candidates will have a Diploma in Regulated Financial Planning, exceptional communication skills, and the ability to build client relationships. This position is remote and caters to highly motivated professionals looking for career advancement.

Benefits

Unlimited earning potential

Compliance support

In-house and external training

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Excellent communicator in English, both written and spoken.
• Computer literate with strong attention to detail.

Responsibilities

• Contact clients and book meetings for financial reviews.
• Analyze information and prepare tailored recommendations.
• Researching product providers and provide client information.
• Maintain client relationships and develop a client bank.

Skills

Communication skills

Attention to detail

Self-motivated

Education

Diploma in Regulated Financial Planning

Job description

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

We're excited to be offering an experiencedFinancial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement.

This position would be on a self-employed WFH basis.

The successful Financial Advisor will be offered :

• Unlimited earning potential, their highest earners are banking £300,000 a year(depends on how much business you are writing and your 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 additional fees
• Paraplanning support
• Admin support

Financial Advisor requirements :

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Preferably experience as an adviser but would consider someone looking for progression from a previous role.
• An existing client bank to bring with you
• Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
• You will be computer literate with exceptional attention to detail.
• You will be highly self-motivated and a natural self-starter

Working hours :

• Self-employed basis
• Working hours are flexible
• Remote working is available in this role.

As a Financial Advisor, your role will involve the following :

• Contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness : keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.