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Financial Advisor
3 months ago
This employed Financial Advisor job in Ely is idea for an individual looking to joining family-owned firm who can play a key part in delivering great advice to clients.
You will be provided with existing corporate accounts and fee income to takeover servicing on joining. You should look to service this corporate book and grow through employee consultations and presentations. Plus, any business opportunity / leads receivedby the business would be passed to you for servicing. Plus, one of the Directors is looking to reduce hours over medium term future, so there will be further opportunity to be reallocated some existing clients.
**Financial Advisor requirements**
- You must hold full Level 4 Diploma in Financial Planning
- You should be an experienced Financial Advisor with current CAS and a stable career history
- Alternatively, individuals with employee benefits advice experience would be of interest
**The Company**
This Chartered Financial Planning firm is a family owned business, with strong values of professionalism and doing the right thing for clients. The business is well positioned to embark on its next stage of growth and is looking for dynamic, client centricindividuals.
**Financial Advisor Benefits**
- Salary of up to £50,000 plus DIS, cash plan and group personal pension
- Plus bonus scheme with OTE of £60,000 - £70,000
- Hybrid working
- You would be fully supported to achieve Chartered Financial Planner status
- Opportunity to take your career to the next level within a friendly, supportive team
**Location**
Ely, Cambridgeshire
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