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
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.
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
St Ives, Cambridge
Call us now on 0208 0044 154 or click Apply
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