At a Glance
- Tasks: Advise clients on investments and pensions while managing an established client bank.
- Company: A growing financial planning firm with a strong reputation.
- Benefits: Competitive salary, leads provided, full admin support, and health benefits.
- Other info: Opportunity to work towards chartered status and enjoy long-term client relationships.
- Why this job: Accelerate your career in a high-growth environment with excellent support.
- Qualifications: Level four qualified with at least 3 years of advisory experience.
The predicted salary is between 55000 - 70000 £ per year.
This opportunity is perfect for experienced financial advisers who have been advising for at least 3 years. If you are looking to accelerate your career within a high-performing, ambitious firm and thrive in a fast-paced, high-growth environment, this could be your next move.
The Business
We're working with a growing and well-regarded financial planning firm that is looking to appoint experienced Financial Advisers. This is an excellent opportunity for someone who is focused on delivering high-quality advice and building long-term client relationships, with the support and infrastructure to do so effectively.
The firm needs an experienced financial adviser to help manage their existing clients based in and around Cambridge. In time, you will also be tasked with growing this client bank by converting opportunities provided to you from the lead generation and business development departments.
The Role
Working as an advisor with this business, you will take on an established client bank of c.130 households. Whilst maintaining these relationships, you will also look to grow the business by converting new business opportunities that are provided. In addition to new business support you will also benefit from full administration and paraplanning support. This structure is designed so that advisers concentrate on spending time with clients and being successful.
Benefits
- Basic salary of £55,000 – £70,000 dependent upon experience
- Leads provided
- Paraplanning / admin support
- Employer pension scheme
- 4 x Death in Service Cover
- Health Cash Plan
- Income Protection scheme
Desired Experience
- Level four qualified
- 3 years experience as an advisor
- Working towards (or having achieved) chartered status is a preference but not essential
Applying
If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further.
Financial Advisor (Investments / Pensions) in Cambridge employer: Finlink Ltd
Join a dynamic and ambitious financial planning firm in the Cambridge area, where you will have the opportunity to thrive in a high-growth environment. With a strong focus on employee development, you will benefit from comprehensive support including lead generation, paraplanning, and administration, allowing you to concentrate on building meaningful client relationships. The company offers competitive salaries, a robust pension scheme, and additional health benefits, making it an excellent employer for experienced financial advisers looking to advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Cambridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finlink Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Cambridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finlink Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finlink Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finlink Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finlink Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finlink Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finlink Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
