Independent Financial adviser

Eden Rose; Cambridge; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Basic salary up to £80,000

Performance-based bonus, un-capped

4x life assurance

25 days annual leave

Job summary

Eden Rose in Cambridge is seeking an Independent Financial Adviser to join a highly regarded firm in Cambridgeshire. You will work within a collaborative environment, supported by a back-office team, and have access to a large client bank and leads.

The role offers a hybrid working schedule and a strong, uncapped bonus potential. The position emphasizes high-net-worth client service, a reputable firm with over 700 private clients, and a secure, recurring income stream from retiring advisers.

Responsibilities

• Assist clients with financial planning in a collaborative team, backed by a supportive back-office in Cambridge.
• Build and maintain relationships with an existing client bank and referrals.

Job description

Independent Financial Adviser - Cambridgeshire - Up to £80,000

Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. They are fiercely independent and have built up a reputation of one of the best IFA's in Cambridgeshire.

They are a team of 10 advisers, and as a firm they working with over 700 private clients and families, worth over £500m AUM. Their focus is on providing a great serviced to mostly high net worth clients. They have a large client bank available for the adviser coming from retiring advisers within the business, providing a strong recurring income and no requirement on new business.

Position Overview:

As a Independent Financial Adviser, you'll have the chance to work within a collaborative environment, supported by a back-office team located in the Cambridge office. They have great local connections with a large amount of leads to follow up, and a strong team around to support you. They also offer a hybrid working schedule.

Package and Benefits:

Your hard work and dedication will be rewarded with a competitive package that recognises your expertise:

• Basic salary up to £80,000
• Performance-based bonus, un-capped bonus structure after validation
• 4x life assurance
• 25 days of annual leave (increasing to 25 after 1 year and 28 after 2 years)

Why Join Them

• Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success.
• Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance.
• Client bank: You'll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio.
• Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged.