Financial Adviser
An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Cambridgeshire region.This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base.The OpportunityYou will work closely with 1-3 established local offices, each with a substantial existing client base, providing you with a consistent flow of pre-qualified opportunities.Your role will focus on:Delivering holistic financial planning advice (pensions, investments, protection, estate planning)Building strong, long-term relationships with both introducers and clientsManaging and developing your own client portfolioProviding a high-quality, face-to-face advice serviceThis is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes over transactional sales.The RoleHome-based with travel across Surrey / SussexTypically 3-4 days per week meeting clients and introducersAttending local events and community / industry showsWorking closely with local introducers to generate ongoing opportunitiesYou will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration.Why Apply?Warm, consistent lead source - no cold prospectingStrong existing client base with high retention and loyaltyOpportunity to build a ..... full job details .....
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