Financial Advisor

2 weeks ago


Cambridge, United Kingdom IDEX Consulting Ltd Full time

About the practice:A well-established financial planning firm with decades of success and client growth across Cambridgeshire and the Midlands. They provide bespoke advice across pensions, investments, estate planning, and mortgages. The Financial Advisors enjoy full back office support including administration and paraplanning and will inherit an established and loyal client portfolio and the means to grow and develop your client book further. This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.What's an ideal applicant? Experience in advising private clients on pensions, investments, retirement planning, and estate planningLevel 6 qualified would be ideal but level 4 with progress on additional exams will certainly be consideredA keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomesProven ability to deliver tailored, compliant advice and develop long-term client relationshipsStrong knowledge of investment solutions, tax-efficient planning, and retirement strategiesExcellent interpersonal and communication skills, with a client-focused approach.Strong organisational skills and attention to detailCommercial awareness, with the ability to identify and develop business opportunities Role ...


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