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Financial Adviser

2 months ago

Cambridgeshire UK, Eastern England, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Adviser

Location: Cambridge

Salary: £40,000

Reference Number: 9169


Job Description:

Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team. They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.

Key responsibilities include:

  • Provide holistic financial planning to prospective and existing clients.
  • To hold seminars and present to members at all levels
  • Compile accurate investment reports that reflect clients requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Maintain and ensure client files are kept up to date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development


What’s in it for you:

  • 25 days holidays (plus bank holidays) potential of 30 days with service
  • 35 hours a week 9am-5pm Monday to Friday with an hour lunch, may require flexibility to suit business needs e.g. early client meetings
  • Flexible Benefit Scheme
  • Company Pension Scheme
  • Participation in quarterly bonus scheme
  • Death in service
  • Attractive incentive sales rewards
  • Excellent support and training


Skills and experience required:

  • Diploma Level 4 qualified (essential)
  • Experience of working within the financial services sector
  • May consider Paraplanning candidates looking for a step up or trainee advisers who are not getting the support they require

If you are considering a move, and feel the above opportunity aligns with what you are looking for, then please submit your CV and I will be in touch.