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


  • Location: Huntingdon
  • Salary: 45000 Per Annum
  • Type: Permanent
  • Recruiter: Additional Resources Ltd.
  • Posted: 05-Aug-2025
  • Posted on: jobit.co.uk