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Job Title: Chartered Financial Planner
Salary: £ Negotiable
Location: Cambridge
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are Cambridge-based and specialises in providing a tailored solution to their clientele across a range of advice areas. They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas. This is an excellent opportunity for a financial planner to join a firm who offer paraplanning and admin support but who can also offer clients and leads to the incoming advisor to help them develop their own client portfolio.
They have won awards within the industry and have an excellent reputation, as well as offering a competitive benefits package. So if you are looking to join a friendly team with a firm that can offer a good work/life balance, with a chance to develop your career then this could be for you.
The Role:
This role would suit someone who is technically minded and who has a natural ability to develop relationships with clients to provide a holistic, tailored advice service across a broad range of case types. The focus is around good quality advice and client care over a more sales-based approach.
They are looking for a professional and determined adviser who can capitalise on the business opportunities that present themselves and can therefore maximise the support that is provided.
There is an experienced admin and paraplanning team for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.
Given the leads and potential clients on offer, this is a fantastic opportunity for a good advisor to maximise their skills in a supportive firm.
The Required Skills:
- Level 4 Diploma Qualified as a minimum and ideally a desire to work towards Chartered Status.
- Valid SPS and signed off with Competent Adviser Status (CAS)
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, and investments and experience of utilising cash-flow modelling reports.
- Excellent relationship-building skills and ability to generate new business
If you are interested in hearing more about this position, please get in touch with us at Capio.
