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Financial Advisor

2 months ago

Cambridge, Cambridgeshire, United Kingdom Robinson Financial Careers Full time
{"title": "Career Advancement Opportunity in Wealth Management", "subtitle": "Join a leading Chartered Wealth Management House in Cambridge", "content": "

We are seeking a career-minded IFA to join our team at our Cambridge location. This opportunity comes with a clear developmental path, initial and ongoing clients, and a comprehensive succession plan.

The successful candidate will provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures. They will also generate new client opportunities through a combination of self-generated introductions, professional connections, and existing clients.

The role involves identifying and providing new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. The successful candidate will take responsibility for maintaining and expanding client numbers, AUM, and revenue through proactive and excellent service.

The ideal candidate will have a minimum of level 4 diploma qualification (desired Chartered status or working towards) and relevant experience of working within a similar role within financial services. They will be servicing and growth-focused, with excellent communication and interpersonal skills, and strong organisational and time management skills.

The package includes a competitive base salary, structured bonus, 25 days annual leave, and a range of benefits, including salary sacrifice pension contributions, annual leave purchase scheme, and access to an online platform of flexible benefits.

This is an exciting proposition to join a growing organisation that offers excellent opportunities to progress your career. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.

", "requirements": "
  • Achievement and maintenance of CAS and be a minimum of level 4 diploma qualified (desired Chartered status or working towards)
  • Relevant and recent experience of working within a similar role within financial services
  • Be both servicing and growth-focused to take over clients, build upon existing strong client relationships, and develop new business opportunities
  • Excellent communication and interpersonal skills, demonstrated by an ability to work with and communicate effectively across a wide range of client profiles
  • Strong organisational and time management skills as well as a high attention to detail
  • Keeping up to date with changes that impact client's financial situations, being able to interpret and to provide appropriate guidance and advice
  • High levels of commercial awareness
  • Ability to explain complex information simply and clearly
  • Strong knowledge of all financial planning with specific focus on holistic financial planning
", "package": "
  • Competitive base salary
  • Structured bonus based on serviced revenue and revenue generation
  • 25 days annual leave plus bank holidays
  • 1 additional day off on your birthday
  • Salary sacrifice pension contributions (5% employee and 4% employer)
  • Annual leave purchase scheme giving the opportunity to buy up to five days annual leave per year
  • Support for professional subscriptions
  • Access to an online platform of flexible benefits and access to thousands of discounts
  • Bi-annual eye test vouchers
  • 4X Death in Service benefit
  • Access to the Employee Assistance Programme offering free confidential counselling and access to medical professionals 24/7
", "prospects": "

This is an exciting proposition to join a growing organisation that offers excellent opportunities to progress your career. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.

", "lang_code": "en"}