Financial Advisor
5 days ago
Cambridge
Chartered Financial Advisor Location: Cambridge/Saffron Walden area Salary: Very Competitive + Bonus + Benefits Contract Type: Full-Time / Permanent, hybrid working. About the Role as Chartered Financial Advisor: Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or is very near to completing the level 6 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 for the Chartered Financial Adviser: • 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., • Maintain accurate records and ensure compliance with FCA regulations and company policies. Requirements: • 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., • Commitment to continuous professional development. What our clint offers: • 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.