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....Read more...
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.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession
Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
