Financial Advisor in Cambridge

Job description

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.

Extra information

Status

Open

Education Level

Secondary School

Location

Cambridge

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English