Independent Financial Adviser

RGH-Global Ltd; Cambridgeshire and Peterborough; Sur place; GBP 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Competitive salary package

Comprehensive employee benefits plan

Employer-matched pension contributions up to 5%

Flexible and hybrid working options

Résumé du poste

A financial planning firm is looking for an Independent Financial Adviser to provide tailored financial solutions to clients. This full-time role in Cambridgeshire offers hybrid working options. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong communication skills. The successful Adviser will maintain client relationships, comply with FCA regulations, and have access to a supportive back-office team. A competitive salary and comprehensive benefits are included.

Qualifications

• Hold a Level 4 Diploma in Financial Planning.
• Possess strong knowledge of FCA compliance.
• Demonstrate excellent communication skills.

Responsabilités

• Deliver customized financial planning solutions.
• Stay informed on new products and legislative changes.
• Expand your client base through referrals.

Connaissances

Excellent communication skills

Knowledge of FCA compliance

Organizational skills

Commercial mindset

Formation

Level 4 Diploma in Financial Planning or equivalent

Description du poste

Independent Financial Adviser (Employed)

Salary £50,000+ DOE

Based in Cambridgeshire, hybrid working available

About the Role: We are seeking an experienced Independent Financial Adviser (IFA) to join our established financial planning firm in a full-time employed position. Based near Huntingdon, this role is ideal for a dedicated professional looking to provide high-quality financial advice.

Role Overview

As an Independent Financial Adviser, you will deliver personalised financial planning solutions to clients, focusing on their unique needs. You will build and manage your own client portfolio while supporting an existing client base. A dedicated back‑office team, including paraplanners and administrators, will assist you, allowing you to concentrate on achieving excellent client outcomes.

Key Responsibilities

• Deliver customised, holistic financial planning solutions by gathering and analysing client information to provide suitable recommendations.
• Stay informed on new products, technical updates, and legislative changes within the financial industry.
• Expand your client base through referrals, networking, and relationships with introducers.
• Maintain high performance standards and comply with the firms Compliance, Training, and Competence procedures.
• Uphold consumer‑focused outcomes, adhering to regulatory principles and cross‑cutting rules.
• Achieve and maintain competent status as defined by the Financial Conduct Authority (FCA) and hold a Statement of Professional Standing from an accredited body.
• Actively seek referrals from existing clients to grow your portfolio.

About You

• Hold a Level 4 Diploma in Financial Planning (or equivalent qualification).
• Possess strong knowledge of FCA compliance and regulatory requirements.
• Demonstrate excellent communication skills with colleagues, clients, and stakeholders.
• Maintain a commercial mindset to meet performance targets aligned with the firms objectives.
• Exhibit professionalism, strong organisational skills, and attention to detail in all tasks.

What We Offer

• Competitive salary package.
• Comprehensive employee benefits plan.
• Employer‑matched pension contributions up to 5%.
• Flexible and hybrid working options.