Average Financial Advisor salary in Cambridgeshire

About the practice:A well-established financial planning firm with decades of success and client growth across Cambridgeshire and the Midlands. They provide bespoke advice across pensions, investments, estate planning, and mortgages. The Financial Advisors enjoy full back office support including administration and paraplanning and will inherit an established and loyal client portfolio and the means to grow and develop your client book further. This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.What's an ideal applicant? Experience in advising private clients on pensions, investments, retirement planning, and estate planningLevel 6 qualified would be ideal but level 4 with progress on additional exams will certainly be consideredA keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomesProven ability to deliver tailored, compliant advice and develop long-term client relationshipsStrong knowledge of investment solutions, tax-efficient planning, and retirement strategiesExcellent interpersonal and communication skills, with a client-focused approach.Strong organisational skills and attention to detailCommercial awareness, with the ability to identify and develop business opportunities Role & Responsibilities Deliver regulated advice across pensions, investments, estate planning, and wealth managementBuild strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutionsProactively use cash-flow modelling software to present and explain planning outcomes in a clear, client-friendly wayManage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirementsCollaborate with the firm's support teams to ensure efficient administration and reporting, freeing you to focus on client-facing workActively pursue new business opportunities, including referrals from existing clients and networking This is a hybrid position where you will effectively manage your diary but there will be requirements for time in the office week where you will meet clients and work collaboratively with your colleagues. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leadsOur Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth.Due to substantial growth the firm are looking to recruit a TraineeFinancial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training!The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development.To apply for the TraineeFinancial Planner role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 98765

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.