Average Financial Advisor salary in Cambridge

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Want to join a firm that can offer HUGE earning potential alongside working flexibility? We're excited to be offering an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement.  This position would be on a self-employed WFH basis.  The successful Financial Advisor will be offered: Unlimited earning potential, their highest earners are banking £300,000 a year (depends on how much business you are writing and your work ethic)80:20 splitCompliance supportIn-house and external training / workshopsCII exam training and in-house study courses, including R0, AF, level 6 and FellowshipNo monthly additional feesParaplanning supportAdmin support Financial Advisor requirements: Fully qualified advisor (Diploma in Regulated Financial Planning)Preferably experience as an adviser but would consider someone looking for progression from a previous role.An existing client bank to bring with youExcellent communicator with an exceptional grasp of the English Language; both written and spoken.You will be computer literate with exceptional attention to detail.You will be highly self-motivated and a natural self-starter Working hours: Self-employed basisWorking hours are flexibleRemote working is available in this role. As a Financial Advisor, your role will involve the following: Contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.Researching an approved panel of product providers and providing clients with information on new and existing products and services.Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.Develop and maintain client relationshipsContinuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole-of-market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team. This is an opportunity to join an award-winning growing team whilst maintaining your own clients. Salary package on offer for the role of Financial Advisor: £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)Excellent commission splitsSupport AdministrationBusiness Development TeamTraining and DevelopmentTechnical SupportBuy Out options with an exit planSocial EventsAdvisor peer and Mentor supportMarketing Campaigns to increase business opportunities. Working Hours: Home-based position with the option of going into offices which are based around the UK. Requirements for this Financial Advisor role: Diploma Qualified equivalent in Financial Advice.Full UK Driving License.Oen client bank (Leads also provided)Ethical and customer-focused approach. Responsibilities of the Financial Advisor are: Generating business and offering an excellent, bespoke service to those clients with a holistic approach.Effectively selling the company's services across a wide spectrum of financial products.Maintaining positive and profitable long-term relationships with clients in their best interests.