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 working options
• Team-building events and a collaborative working culture

This is a fantastic opportunity to join a highly regarded financial planning firm in a stable, supportive environment.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.