Hybrid Financial Advisor – Client-Focused Growth

Hybrid Financial Advisor – Client-Focused Growth

Full-Time 29700 - 36300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert financial advice and support to an existing client base.
  • Company: Cavendish Maine, a dynamic firm in Putney with a focus on client growth.
  • Benefits: Flexible hybrid working model, competitive salary, and professional development opportunities.
  • Other info: Ideal for those aspiring to achieve Chartered status in a collaborative environment.
  • Why this job: Join a supportive team and make a real difference in clients' financial journeys.
  • Qualifications: Diploma in Financial Planning and strong technical knowledge required.

The predicted salary is between 29700 - 36300 Β£ per year.

Cavendish Maine in Putney is seeking an experienced Advisor to service an existing client bank on an employed basis.

The role is desk-based with meetings conducted via phone and Teams, and offers a flexible hybrid model to split time between home and the office.

The ideal candidate will hold the Diploma in Financial Planning, possess strong technical knowledge across all aspects of financial planning, and ideally aspire to Chartered status.

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Hybrid Financial Advisor – Client-Focused Growth employer: Cavendish Maine

Join a well-established DIY manufacturer that values innovation and employee development, offering a dynamic work culture where your expertise in procurement will be recognised and rewarded. With a diverse portfolio of over 6,000 SKUs and a commitment to growth, you'll have ample opportunities for professional advancement while enjoying competitive benefits such as flexible salary, bonuses, and life assurance. Located in a thriving area, this role not only promises meaningful work but also the chance to be part of a larger company dedicated to excellence.

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Contact Details:

Cavendish Maine Recruitment Team

We think you need these skills to ace Hybrid Financial Advisor – Client-Focused Growth

Diploma in Financial Planning
Technical Knowledge in Financial Planning
Client Relationship Management
Communication Skills
Adaptability to Hybrid Work Environment
Proficiency in Microsoft Teams
Financial Analysis