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Job Title: Financial Planner
Location: Cambridge
Salary: £55,000 plus
Job Reference: 9313
Are you a technically minded Financial Planner who would like to inherit a client bank?
If so we might have the perfect role for you!
Recruit UK is working with a successful Wealth Management company who are looking for a Financial Planner to join their team in Cambridge. The role will be focused on providing Financial Planning advice to existing clients along with developing new relations.
The team you’d be joining currently are advising HNW and continue to expand their UK client base. You will advise clients on a range of investment products including pensions, ISAs, investment bonds (onshore and offshore), and trusts, working closely with internal teams to deliver a full wealth planning service.
The company put a big emphasis on professional development and will support you with exams and internal training alongside offering progression routes based on your desired career path.
With a reputation for excellent client service, a transparent fee structure and top-tier service, you can feel confident knowing you’re working with a trusted name in the industry.
What’s on offer:
- Base salary of £55,000 plus
- Discretionary performance bonus
- Fully paid supplemental medical, dental, and health screening plans
- Generous annual leave, plus bank holidays
- Competitive retirement pension plan
- Hybrid working structure
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, LIBF) with progress towards Chartered
- Ideally over 3 years experience providing regulated finance advice
- In depth technical knowledge of Financial Planning
- Excellent communication skills
- Proven track record managing client relationships
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 is pleased to be working with a financial planning firm based in Cambridgeshire on a Financial Planning administrator role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
