Senior Financial Advisor

4 hours ago


Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time

Austin Fraser is currently seeking a highly motivated and experienced Financial Planning Administrator to join our team in Cambridge. This is a fantastic opportunity for a skilled financial advisor to take on a new challenge and develop their career in a dynamic and fast-paced environment.

Job Description

The successful candidate will be responsible for delivering a high-quality financial planning service to our clients, including:

  • Acquiring and retaining clients through effective marketing and business development activities
  • Assessing clients' personal financial situations and understanding their financial goals
  • Providing independent financial planning advice and making recommendations to clients
  • Working collaboratively with our CRM to deliver a comprehensive financial planning service

This role requires a strong understanding of financial planning principles, excellent communication skills, and the ability to work effectively in a team environment.

The salary for this position is £55,000 - £65,000 per annum, depending on experience, plus benefits such as a bonus scheme and opportunities for career development.

About Austin Fraser

Austin Fraser is a leading recruitment agency specializing in finance and accounting roles. We pride ourselves on building long-lasting relationships with our clients and candidates, and we are committed to finding the right fit for every position.



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