Financial Advisor
2 weeks 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 20 existing corporate accounts and fee income of £30k on joining. You should look to service this corporate book and grow through employee consultations and presentations.
In addition, you will be provided with new enquiries and follow up leads, to make contact and review their financial planning needs. You will need to be a proactive individual, focused on building your client bank.
**Financial Advisor requirements**
- You must hold full Level 4 Diploma in Financial Planning
- You should be an experienced Financial Advisor with 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
- 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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