Job Details

Job description

Are you an experienced Paraplanner looking to become a Financial Advisor?

This Financial Advisor job in Cambridgeshire is seeking an established Paraplanner with a solid foundation of financial planning knowledge; full Level 4 Diploma and ready to make the set up.

From the onset, you will be taking over some of the Directors existing clients, which equates to circa £10m FuM. The Director will be on hand to guide and mentor you.

In addition to servicing the client bank provided, you will have lots of time to be able to build and develop additional business. This could include, building the company’s employee benefit proposition by attending staff presentations; networking; seeking referrals and undertaking self-generation.

Financial Advisor requirements

• You must hold full Level 4 Diploma in Financial Planning
• You should have 5 years’ experience within Financial Services
• This would suit an experienced Paraplanner, ready and wanting to become a Financial Advisor

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 centric individuals.

Financial Advisor Benefits

• Salary of £35,000 plus DIS, cash plan and group personal pension
• Plus bonus scheme
• Office and home based role with normal working hours
• 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

Call us now on 0208 0044 154 or click Apply

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