As a result of continued expansion, our client, a leading regional name in the financial advisory arena, is seeking a professional and highly competent Financial Planner in Cambridge.
Established for nearly 50 years, this firm has developed an enviable reputation as the ‘go to’ advisory firm in the region. Boasting a substantial client base of both private individuals and corporations, it provides tailored solutions across all areas of financial planning, wealth management and investment management.
As a Financial Planner, you will enjoy a supportive and dynamic working environment that includes hands-on paraplanning and administrative assistance, operating as part of a team that has a genuine client focus. Working alongside other Planners and Investment Managers, you will provide first-class support and advice to clients, ensuring continued repeat business and substantial growth through word of mouth referrals. Whilst any transferrable clients would clearly strengthen any application, it is absolutely not necessary for you to bring existing business, as this firm genuinely receives more than enough enquiries to keep the whole team busy.
You must be self-motivated with a strong work ethic, seeking a rewarding and fulfilling career, with an analytical mind and strong attention to detail. You will be an excellent communicator with a proven ability to develop and maintain strong relationships with a diverse range of colleagues, clients and professional contacts.
In return, you will enjoy a genuinely attractive package to include a market-leading salary, bonus and additional benefits, including but not limited to a substantial employer pension contribution, way above Auto Enrolment thresholds. In more general terms, you will also benefit extensively from the sheer volume of existing clients, being referred enough business to build a solid client base.
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Financial Services and General Insurance Recruitment