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Financial Planning Specialist

2 months ago

Cambridge, Cambridgeshire, United Kingdom Robinson Financial Careers Full time
{"Job Title": "IFA Career Advancement Opportunity", "Job Description": "Role Overview

We are seeking a highly motivated and experienced IFA to join our team at Robinson Financial Careers in Cambridge. As a key member of our wealth management team, you will be responsible for providing professional advice and solutions to clients, generating new business opportunities, and maintaining a high level of client service.

Key Responsibilities
  • Provide expert financial planning advice and solutions to clients, adhering to FA regulations and group standards.
  • Identify and pursue new business opportunities across a range of financial planning needs, enabling clients to achieve their financial goals.
  • Maintain and expand client numbers, AUM, and revenue through proactive and excellent service.
  • Research and analyse suitable solutions to meet client needs, gathering and documenting all necessary information.
  • Keep client records up to date to ensure a strong understanding of client objectives and aims.
  • Maintain regular client contact, providing advice and ensuring a high level of client service.
Requirements
  • Achievement and maintenance of CAS and a minimum of level 4 diploma qualification (desired Chartered status or working towards).
  • Relevant and recent experience in a similar role within financial services.
  • Excellent communication and interpersonal skills, with the ability to work with and communicate effectively across a wide range of client profiles.
  • Strong organisational and time management skills, with a high attention to detail.
  • Ability to explain complex information simply and clearly.
  • Strong knowledge of financial planning, with a 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 opportunity to join a growing organisation that offers excellent prospects for career advancement. We provide support for future qualifications to enable the successful applicant to further their knowledge and ability in the role.

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