Experienced Financial Adviser - Cambridge
Core
Provide high-quality, tailored financial advice to an established book of HNW clients, managing relationships and delivering strategies across investments, pensions, tax planning, and estate structuring.
Role type
Experienced Financial Adviser (Private Wealth)
Builds
Client relationships and financial strategies for HNW individuals
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
Level 4 in Financial Advice, holistic financial advice (pensions, investments, protection), client relationship management, proactive business development, travel independence
Preferred skills
Level 6 in Financial Advice
Technologies
N/A
Responsibilities
Provide tailored financial advice to HNW clients, manage and deepen client relationships, proactively grow the client book through referrals and networking, service and manage an established book of existing clients, collaborate with internal teams (Business Development, Paraplanning, Administration), stay ahead of financial trends
Seniority
Experienced (3+ years)