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.
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.