Financial Advisor
3 days ago
Financial Advisor
Location:
Cambridge / Saffron Walden area (Hybrid Working)
Salary:
Very Competitive + Bonus + Benefits
Contract Type:
Full-Time / Permanent
About the Role
Are you a highly motivated Financial Advisor with a passion for delivering exceptional client outcomes? Our client is seeking a
Chartered Financial Planner (Level 6)
or someone very close to achieving Chartered status to join their dynamic and supportive team.
Key Responsibilities
- Deliver holistic financial planning and investment advice to individual and corporate clients
- Build and maintain strong client relationships through regular reviews and proactive communication
- Conduct thorough fact-finding and risk assessments to understand client needs and goals
- Develop bespoke financial plans covering pensions, investments, protection, and estate planning
- Stay informed on market trends, regulatory changes, and product developments
- Maintain accurate records and ensure full compliance with FCA regulations and internal policies
Requirements
- Level 6 Chartered Financial Planner qualification (or nearing completion)
- Minimum CII Level 4 Diploma in Regulated Financial Planning
- Proven experience advising HNW/UHNW clients
- Strong interpersonal and communication skills
- Ability to work independently and collaboratively
- Commitment to continuous professional development
What's on Offer
- Highly competitive salary and performance-based bonus
- Flexible hybrid working arrangements
- Support for further qualifications and career progression
- Access to cutting-edge financial planning tools and resources
- Inclusive, collaborative, and growth-oriented company culture
Ready to take the next step in your career?
Contact
Marie McDermott
on
or email
to discuss this outstanding opportunity in confidence.
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