Independent Financial Adviser

An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.

As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships.

This full-time role offers starting salary of £45,000 and benefits.

You will be responsible for:

? Managing and growing a portfolio of clients through referrals, networking, and introducers.
? Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
? Maintaining accurate and compliant records in line with internal procedures and industry standards.
? Completing the required number of annual CPD hours, including structured learning, to maintain professional development
? Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
? Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
? Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.


What we are looking for:

? Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
? Level 4 or equivalent Diploma in Financial Planning.
? Understanding of FCA compliance and regulatory requirements.
? Excellent interpersonal and communication skills.
? Highly organised with strong attention to detail and effective time management.


What's on offer:

? Competitive salary
? 20 days holidays plus bank holidays
? Pension contributions
? Early finish on Fridays
? On-site parking
? Flexible and hybrid wor