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Self Employed Financial Adviser ~ Cambridgeshire

Posted 2 February by TEMPLEGATE RECRUITMENT Ended

Job Title: Self Employed IFA

Location: Cambridgeshire

Due to continued expansion, an exceptional Financial Services practice is looking for high quality Independent Financial Advisers to join the organisation and assist in dealing with increasing levels of demand.

Full sales support is provided. Ideally, you will have experience within an IFA practice already.

You will be Level 4 diploma qualified and working towards chartered status with excellent relationship management skills.

On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.


Dealing with HNW and Corporate Clients

Ensure sufficient client information obtained and analyse information gathered

Undertake sufficient product and market research in conjunction with Paraplanners

Ensure suitable recommendations are made.

Ensure all supporting documentation is available and maintained

Ensure relevant CPD is maintained and recorded accurately


The requisite generic financial services knowledge and Level 4 qualification

Detailed knowledge and understanding of the firm’s record keeping requirements

Achieve CAS status

Required skills

  • CAS
  • Financial Services
  • HNW
  • Relationship Management
  • Research

Reference: 34227846

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