Employed Financial Advisor job in St Ives, with clients provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1181
  • Salary/OTESalary up to £50,000
  • Vacancy LocationSt Ives, Cambridgeshire
  • RemunerationEmployed
  • RegionEastern
Job description

This employed Financial Advisor job in St Ives, Cambridgeshire, provides the opportunity for you to take over an existing client bank of approximately £9m FuM

Over the coming years, fellow Financial Advisors within the practice are due to retire, and would like their clients’ financial planning needs to be taken over internally. Therefore, you have the opportunity to inherit additional clients. These clients also have intergenerational opportunities for you to utilise.  

In addition, the business has a substantial legacy client book for you to contact and turn into active clients.  

Financial Advisor Requirements

  • You should be an experienced, Level 4 Diploma (DipFA or DipPFS) qualified Financial Advisor
  • Ideally, you should hold Chartered qualifications or happy to work towards these
  • You should have strong interpersonal skills, ambitious and driven

The Company

Our client company is an elite financial planning and mortgage advice firm operating in the Cambridgeshire area. With over 30 years of experience in helping people make their financial plans, they have built strong trusted relationships with their clients.

Chartered qualifications

As a business, they would support you financially towards achieving your industry qualifications, including Chartered and have a study support group you can be part of!

Financial Advisor Benefits

  • Salary of up to £50,000 plus bonuses
  • Full-time role (39 hours per week) with hours to suit clients availability
  • Mixture of working from home and from their office in St Ives, Cambridgeshire
  • Plus company benefits include: company pension, discretionary Christmas bonus, 23 days holiday + BHs and financial support towards advanced qualifications


St Ives, Cambridge

Call us now on 0208 0044 154 or click Apply

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