Financial Advisor - Cambridge
Financial Advisor - Cambridge

Financial Advisor - Cambridge

Cambridge Full-Time No home office possible
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At a Glance

  • Tasks: Connect with clients, analyse their finances, and provide tailored recommendations.
  • Company: Join a reputable independent financial advisory firm with a large client base.
  • Benefits: Enjoy unlimited earning potential, flexible hours, and comprehensive training support.
  • Why this job: This role offers significant earning potential and the chance to grow your own client base.
  • Qualifications: Must have a Diploma in Regulated Financial Planning; experience preferred but not essential.
  • Other info: Work remotely on a self-employed basis with no monthly fees.

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 split
  • Compliance support
  • In-house and external training / workshops
  • CII exam training and in-house study courses, including R0, AF, level 6 and Fellowship
  • No monthly additional fees
  • Paraplanning support
  • Admin 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 you
  • Excellent 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 basis
  • Working hours are flexible
  • Remote 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 relationships
  • Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
  • Financial Advisor - Cambridge employer: GCB

    Join a leading independent financial advisory firm in Cambridge that prioritises your success with unlimited earning potential and flexible working arrangements. With a strong emphasis on employee growth, you will benefit from comprehensive training, compliance support, and a collaborative work culture that fosters professional development. This is an exceptional opportunity for motivated Financial Advisors to thrive in a supportive environment while enjoying the freedom of remote work.
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    Contact Detail:

    GCB Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Advisor - Cambridge

    ✨Tip Number 1

    Network with other financial professionals in Cambridge. Attend local finance-related events or join online forums to connect with potential clients and industry peers. Building relationships can lead to referrals and opportunities.

    ✨Tip Number 2

    Leverage social media platforms like LinkedIn to showcase your expertise. Share insights on financial topics, engage with your network, and demonstrate your knowledge to attract potential clients who may be looking for a financial advisor.

    ✨Tip Number 3

    Consider obtaining additional certifications or training relevant to the financial advisory field. This not only enhances your skills but also makes you more appealing to clients and employers, showing your commitment to professional development.

    ✨Tip Number 4

    Prepare for interviews by researching the firm’s values and client base. Tailor your discussions to align with their mission and demonstrate how your experience and approach can contribute to their success as a financial advisor.

    We think you need these skills to ace Financial Advisor - Cambridge

    Financial Planning
    Client Relationship Management
    Excellent Communication Skills
    Analytical Skills
    Attention to Detail
    Self-Motivation
    Proactivity
    Knowledge of Financial Products
    Regulatory Compliance
    Market Research
    Negotiation Skills
    Time Management
    Problem-Solving Skills
    Networking Skills
    Computer Literacy

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise any previous roles where you've demonstrated excellent communication skills and client relationship management.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your understanding of the company's reputation and how your skills align with their needs, particularly in terms of client management and financial planning.

    Highlight Your Qualifications: Clearly state your qualifications, especially your Diploma in Regulated Financial Planning. If you have any additional certifications or training, make sure to include those as well to demonstrate your commitment to professional development.

    Showcase Your Client Management Skills: Provide examples of how you've successfully built and maintained client relationships in the past. This could include specific achievements or strategies you've used to grow your client base.

    How to prepare for a job interview at GCB

    ✨Showcase Your Financial Knowledge

    Make sure to brush up on your financial knowledge and current market trends. Being able to discuss recent changes in financial legislation or new products will demonstrate your expertise and commitment to the role.

    ✨Highlight Your Client Relationship Skills

    Since this role involves developing and sustaining client relationships, prepare examples of how you've successfully built rapport with clients in the past. This could include specific strategies you've used to maintain long-term relationships.

    ✨Demonstrate Self-Motivation

    As the position is self-employed and remote, it's crucial to convey your self-motivation and proactive approach. Share instances where you've taken the initiative to achieve goals or overcome challenges without direct supervision.

    ✨Prepare Questions for the Interviewer

    Having thoughtful questions ready shows your interest in the company and the role. Ask about their support systems for advisors, training opportunities, or how they foster a collaborative environment among remote workers.

    Financial Advisor - Cambridge
    GCB
    Location: Cambridge
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    • Financial Advisor - Cambridge

      Cambridge
      Full-Time
    • G

      GCB

      50-100
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