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Independent Financial Adviser

  • Salary: £50000 - £60000 per annum + Bonus and Benefits
  • Location: Cambridge, Cambridgeshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Apr 2019
  • Job reference: 32215

IDEX are currently working with a wealth management firm in Cambridge to recruit a Independent Financial Adviser looking for the opportunity to build a career with a company who offer interesting work and a flexible and supportive environment.

The Company

My client is a very reputable, independent financial planning practice that specialise in financial planning and employee benefits. They deal predominantly with high net worth - ultra high net worth individuals and are one of the region's leading financial planning firms.

Role

My client are looking for an IFA to represent the company in a professional and compliant manner.

Responsibilities

  • Keep up to date with all relevant products, legislation and technical changes
  • Prospect/contact potential clients
  • Ensure that sufficient client information is collected and analysed
  • Undertake sufficient market and product research
  • Ensure suitable recommendations are made
  • Ensure that all records and supporting documents are recorded and maintained

To be successful you will need

  • Appropriate technical knowledge and qualification required for the role
  • Detailed knowledge of the firms compliance procedures including record keeping requirements
  • Provision of advice to clients in a compliant manner
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Excellent inter-personal skills, both written and verbal
  • Level 4 Diploma qualified, or equivalent

If successful, you will benefit from

  • Pension 8%, further 3% provided if you contribute 3% too
  • 4x death in service
  • Buy and sell holidays
  • PMI
  • Healthcare
  • Profit share bonus
  • Progression routes
  • Full study support towards professional qualifications

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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