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Chartered Financial Planner

Recruit UK
Posted 3 days ago, valid for a month
Location

Cambridge, Cambridgeshire CB2 8AG, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Chartered Financial Planner located in Cambridge with a reference number of 8858.
  • The position offers a salary of up to £100,000 plus bonuses, along with a range of benefits.
  • Candidates are expected to have an Advanced Diploma (CII) and a proven track record in providing holistic financial advice.
  • The role involves inheriting an existing portfolio of high-net-worth clients and building relationships with professional introducers.
  • Recruit UK is facilitating this opportunity, supporting professional development and career growth for the right candidate.

Job Title: Chartered Financial Planner

Location: Cambridge

Ref: 8858

Salary: up to £100,000 + bonus

Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team.

There is an existing portfolio of HNW/UHNW clients to inherit, alongside leading team of in-house financial planner and other internal stakeholders through which to bring on new clients.

Why you should consider this opportunity:

As a senior within the business, you will be supported by a highly trained team of professionals to help you deliver expert advice to clients. You will be able to utilise their existing professional relationships to help you bring on new clients, alongside the opportunity to inherit some existing clients.

They will support you with professional development, facilitating a career path aligned to what you want to achieve, alongside a clear roadmap of your earning potential over the short, medium, and long term.

They offer a base salary of up to £100,000 + bonus and a range of benefits.

Requirements:

  • Advanced Diploma (CII)
  • Track record providing holistic financial advice
  • Cambridge network
  • Ability to build relationships with professional introducers.

If you are considering a move, and feel the above opportunity aligns with what you are looking for, then please submit your CV and I will be in touch.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on a Financial Adviser role.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.