Financial Advisor
All candidates should make sure to read the following job description and information carefully before applying.
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 0203 096 4533 or email marie.mcdermott@tate.co.uk to discuss this outstanding opportunity in confidence.