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Permanent

Financial Advisor

Essex
money-bag 10000-500000 Annual
3015475025
Posted Yesterday

Chartered Financial AdvisorLocation: Cambridge/Saffron Walden areaSalary: Very Competitive + Bonus + BenefitsContract 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. , this role is essentially an Assistant Adviser role initially, while they work closely with a Senior Wealth Manager and gradually taking on clients from him, becoming an adviser in their own right. It is predominantly a Farming role rather than a Hunter (although any leads they obtain, and convert will be recognised). This is definitely a growth and development opportunity so we are looking for candidates who want to learn and develop the client management skills to complement their capability 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 ..... full job details .....

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