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IFA

  • Salary: £40000.00 - £60000.00 per annum
  • Location: Cambridgeshire
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 4403
Financial Adviser - Cambridge, Cambridgeshire - up to £60,000

A fee-based financial planning practice currently have a Financial Advisor vacancy working out of either their Cambridge or Bury St Edmunds office. The practices services include investments, retirement and pensions, annuities, inheritance planning, protection, income and life insurance and tax planning.

Clients of the firm are wealthy professionals wanting holistic advice with a focus on investments, tax mitigation and specialist pensions.

Key Tasks

Fully support and assist Directors in the delivery of bespoke solutions to clients as part of the financial advice process.
Provide regular financial advice to allocated ‘A’ and ‘B’ clients.
Oversee and advise on appropriate financial solutions on investment/protection portfolios for specified ‘A’ and ‘B’ clients.
Review and respond to ‘C’ clients changing financial needs and circumstances on an ad-hoc basis.
Manage resource of Assistant Client Managers and additional support staff where applicable.
Maintain performance, personal development and financial services industry awareness.
Develop and maintain a sound working knowledge of the Standard Life Wrap Platform to ensure clients are managed effectively.
Comply at all times with the requirements of the Financial Services and Markets Act 2000 and the FCA Principles, Rules and the Code of Practice for Approved Persons.

For this role they are offering between £40k - £60k for the right individual. They offer you full technical support with in house Paraplanning, Compliance & Administration teams.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: