Financial Planner

TN United Kingdom; Cambridge; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established financial planning firm near Cambridge seeks a proactive Financial Planner to join their dynamic team. This role involves providing independent financial advice in areas like Pensions and Investments while ensuring compliance with regulatory standards. The ideal candidate will have a minimum of 5 years' experience in financial services and a QCF Level 4 qualification, with a strong focus on client satisfaction and retention. Join a supportive environment where your expertise will be valued, and you can grow professionally while making a meaningful impact on clients' financial futures.

Qualifications

• 5+ years' experience in financial services is essential.
• QCF Level 4 qualification required; Level 6 desirable.

Responsibilities

• Provide independent financial planning advice in Pensions, Investments, and Protection.
• Maintain high client service standards and compliance with regulations.

Skills

Financial Planning

Client Relationship Management

Regulatory Compliance

Communication Skills

Education

QCF Level 4 Qualification

QCF Level 6 Qualification

Job description

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Job Opportunity: Financial Planner

We are currently recruiting for a Financial Planning firm near Cambridge that is looking to hire a Financial Planner to join their team. Clients are provided from a retiring Financial Planner.

Main Duties:

• Provide independent financial planning advice to clients in areas such as Pensions, Investments, and Protection.
• Maintain high standards of client service and compliance with regulatory requirements.

Requirements:

• Minimum of 5 years' experience working in financial services.
• QCF Level 4 qualification is essential; QCF Level 6 or nearing attainment is desirable.
• Experience in managing a busy and varied workload in a dynamic office environment.
• Proven track record of satisfied clients and high client retention.
• Excellent communication and professional skills, demonstrating courtesy and respect for clients and colleagues.
• Ability to work under pressure, meet deadlines, and adapt to changing priorities.

You should be self-motivated, proactive, and possess a positive work ethic. Additionally, you should be able to:

• Develop professional qualifications aligned with the role and the firm’s needs.
• Achieve and maintain competence as required by the business.
• Complete all training within prescribed timescales.
• Maintain accurate CPD records.
• Adhere to compliance requirements as guided by FCA regulations and risk management procedures.