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Cambridge: Independent Financial Adviser position

Posted by Vision-FS Recruitment

Independent Financial Adviser

Description: Listed by Vision-FS Recruitment -

Wealth Adviser / Financial Adviser

Locations: Cambridge / Ipswich Surrounding Area's

Minimum Requirements: Level 4 Diploma and 12 months CF30 adviser experience

Un-Capped Earnings + Benefits: OTE: £100K+ in 1st year


This is an award-winning UK Wealth Management Business which has rapidly grown into a national business, offering wealth management services to mass affluent and HNW individuals.

They are a leading provider of financial education in the work place supported by guidance and advice. The business has been voted by the London Stock Exchange as one of the fastest growing companies in the UK.

Its unique selling point is that its proposition is a one stop shop for education, guidance, and advice to the employees of major corporate business in the UK. The company has grown significantly over the past 5 years with AUM increasing of over 40% year on year. Growth to date has been driven because the company's services has become the new HR best practice for leading employers.

The business has grown aggressively and recently have expanded into the public sector with access to 200 public sector contracts, providing financial education seminars, guidance and advice, particularly for those who are at-retirement.


The business is looking for Diploma Level 4 Qualified Financial Advisers / IFA's / Wealth Advisers with minimum 12 months experience in a CF30 UK Financial Adviser role.

*Financial Adviser role

*All clients pre-qualified and booked into your diary

*Dealing with clients from FTSE businesses in the UK

*95% conversion rate to new business

*Ability to earn £100k+ in 1st year

*Existing Advisers already earning between £150k-£200k P/A

*Able to work from home or access to office

*All paraplanning and admin support provided


You will need to meet the below minimum requirements for this role:

*Level 4 Diploma Qualified in Financial Planning

*Experience as an IFA, Financial Adviser, CF30 Regulated Adviser

*12 months minimum experience in a CF30 role

*Proven track record of success and achievement

*Good knowledge around investments and pension is an advantage

*Good compliance track record

*Good admin/diary management


*Market leading basic salary depending up on experience

*Un-capped bonus, first year earnings likely to be £100,000+

*Company pension


*Death in service

*Mileage allowance

Date listed: 17/04/2019

Ends on: 29/05/2019

Location: Cambridge, Great Britain

Employment Details: permanent, full time standard full time hours

Yearly Salary: GBP £80000

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