Financial Advisor

3 days ago


Cambridge, Cambridgeshire, United Kingdom Tate Recruitment Full time

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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