Financial Adviser
2 days ago
**Job Title**:Financial Adviser
**Location**:Cambridge
**Salary**:£60,000 - £100,000
**Flexibility**:Hybrid Working
My client are a long established, Top 100, Chartered IFA providing independent, holistic and specialist advice. The opportunity has risen for an ambitious individual to join the firm with Directorship firmly on the horizon.
This is a great opportunity for those looking to move beyond the standard role of an IFA and establish a long term legacy within the industry.
**Responsibilities**:
- Maintain an develop strong relationships with an existing client bank
- Network and develop a networkto develop a strong client following
- Maintain an up to date technical knowledge of pensions, investments, tax and related matters through continuous CPD
- To perform annual review of existing clients
- Increasing the national profile of the company offering to the wider business and professional community.
**Required Skills/Qualifications**:
- Level 4 Diploma qualified (preferably Chartered)
- Current CAS / SPS
- 3+ years financial planning experience
- Excellent oral and written communication skills
- Adaptable, organised with a commercial approach
- Ability to exercise judgement and work without close supervision
- Ability to proactively manage existing client relationships and to develop new relationships
- Ability to bring business opportunities to the attention of the appropriate member of the management team.
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