Chartered Financial Advisor
Location: Cambridge/Saffron Walden area
Salary: Very Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.
About the Role as Chartered Financial Advisor:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or is very near to completing the level 6 qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base., this role is essentially an Assistant Adviser role initially, while they work closely with a Senior Wealth Manager and gradually taking on clients from him, becoming an adviser in their own right. It is predominantly a Farming role rather than a Hunter (although any leads they obtain, and convert will be recognised). This is definitely a growth and development opportunity so we are looking for candidates who want to learn and develop the client management skills to complement their capability
Key Responsibilities for the Chartered Financial Adviser:
Provide 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 objectives.
Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
Stay up to date with market trends, regulatory changes, and product developments.
Maintain accurate records and ensure compliance with FCA regulations and company policies.
Requirements:
Level 6 Chartered Financial Planner qualification (or actively working towards).
Minimum Level 4 Diploma in Regulated Financial Planning.
Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
Strong interpersonal and communication skills.
Ability to work independently and as part of a team.
Commitment to continuous professional development.
What our clint offers:
Competitive salary and performance-based bonus.
Flexible working arrangements.
Support for further qualifications and career progression.
Access to cutting-edge financial planning tools and resources.
Inclusive and collaborative company culture.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application