Financial Advisor
17 hours ago
Cambridge
Job Title: Chartered Financial Advisor (Level 6 or Working Towards) Location: Hertfordshire Salary: Competitive + Bonus + Benefits Contract Type: Full-Time / Permanent, hybrid working. About the Role: Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base. Key Responsibilities: • Provide holistic financial planning and investment advice to individual and corporate clients., • Build and maintain strong client relationships through regular reviews and proactive communication., • Conduct thorough fact-finding and risk assessments to understand client needs and objectives., • Develop bespoke financial plans covering pensions, investments, protection, and estate planning., • Stay up to date with market trends, regulatory changes, and product developments., • Level 6 Chartered Financial Planner qualification (or actively working towards)., • Minimum Level 4 Diploma in Regulated Financial Planning., • Proven experience in financial advisory or wealth management working with UHNW/HNW individuals., • Strong interpersonal and communication skills., • Ability to work independently and as part of a team., • Competitive salary and performance-based bonus., • Flexible working arrangements., • Support for further qualifications and career progression., • Access to cutting-edge financial planning tools and resources., • Inclusive and collaborative company culture.