Financial Advisor / Financial Planner excellent lead flow

Recruiter
Fram Search
Location
Cambridge, UK
Salary
Competitive
Posted
02 Oct 2019
Closes
26 Oct 2019
Ref
1280422898
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Fram search are working on a great opportunity with a well-established Wealth Manager. Our client has an excellent reputation with the Cambridgeshire area, along with brilliant client flow. This role has come about due to client demand, so there is no requirements to bring clients with you. This firm covers a wide range of holistic advice and offers whole of market products to their clients, and applicants must have a strong background in financial advice. They must also:
  • Hold a minimum of a diploma qualification
  • Live in the Cambridgeshire area
  • Have several years' experience as a Financial Adviser, the client may consider advisers from a tied background
  • Have a high level of knowledge, around Investment, Pensions, protection and Tax planning
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues

The client will offer strong Paraplanning and administration support, along with a book of clients and strong lead flow. They also offer excellent pension contribution, PHI, DIS and profit share within the business.

All applications will be treated with the up most confidence.

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