Financial Planner - Cambridgeshire

Wealth Management
Ref: 428 Date Posted: Friday 23 Jul 2021
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Our client is a well established, highly regarded IFA/Chartered Financial Planner practice in Cambridgeshire, which provides wealth management advice to HNW Private Clients  & Corporate Clients.

Due to continued growth, it is now seeking to appoint an additional Financial Planner, to take over, manage & develop an existing book of quality clients & to proactively acquire new clients via referrals, following up leads from the marketing department etc.

You will be provided with full administration & paraplanning support, leaving you free to spend all your time advising clients & generating business. The firm occupies very pleasant offices, with excellent facilities for client meetings & provides a very friendly, supportive, team orientated working environment.

Candidate profile:

  • qualified & authorised to advise i.e. Level 4 Diploma, CF30/CAS/SPS
  • working towards/having achieved Chartered status would be helpful
  • at least 5 years’ advisory experience
  • well organised, energetic & highly motivated
  • excellent relationship management skills

Remuneration & benefits:

  • Competitive salary, according to experience & qualifications
  • Bonus
  • Pension
  • DIS

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