Independent Financial Planner

  • Shortlist
Location CAMBRIDGE , Cambridgeshire
Sector Financial Services
Salary £45,000 - £55,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 54925

Our Client is a bespoke independent Financial Planners, based in the heart of Cambridge. Due to an extremely fruitful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on HNW Business, providing their valued clients with direct access to the people who are looking after their financial affairs.  You will work alongside other Financial Planners and Investment Managers, providing independent advice and support and assistance to the investment management team.

This approach has given our client an excellent industry name and has made them amongst the top performing firms across the region. 

Due to the ongoing expansion of our Client you will have the chance to take on a a sizeable existing book of Clients to work with, along with a competitive basic salary, benefits and bonus structure!

 

The Opportunity

The chance here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s Clients moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing Clients, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

 Job Synonyms:                 

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner