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Associate Independent Financial Planner

1 month ago

Colchester, United Kingdom mbf. Full time

Location: Essex, Cambridge, and Suffolk region (Office based in Cambridge with full flexibility for client meetings and working from home).A leading national independent financial advisory firm is seeking a knowledgeable, trustworthy, and proactive Associate Independent Financial Adviser. The ideal candidate will listen, advise, and work diligently to help clients plan a financial future that suits their needs.

Qualifications:

Candidates must hold the Level 4 Diploma in Regulated Financial Planning, with many advisers in the firm having achieved Chartered status. The role requires recognising business development opportunities, building confidence, and understanding the value of providing truly independent financial advice. This takes time, patience, and dedication, and the team at this firm has the expertise to help advisers achieve their aspirations. This role is specifically aimed at an up and coming IFAs, with appx 12 months previous client facing experience in a financial advisory capacity.

Requirements:

  • Essential Qualification: Level 4 Diploma in Regulated Financial Planning.
  • Skills: Networking, presentation, and business development skills. While support is provided, any prior experience is advantageous.
  • Qualities: Self-motivated, engaging, compassionate, and client-focused.
  • Drive: Passion and drive to succeed, while delivering the best possible service to clients.