Financial Planner (Team Leader) - £70k-£90k

£70,000 - £90,000 yearly
  • Recruit UK
  • Cambridge, UK
  • 04/01/2021
Full time Financial Planner Senior Manager

Job Description

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role • 

Job Title: Financial Planner (Team Leader)
Industry: Wealth Management
Location: Cambridge
Salary: £70,000 – £90,000
Job Reference: 15037

Are you an experienced Financial Planner who enjoys leading a team?

Do you have a keen interest in Investments as part of Financial Planning?

If so, then we might have the perfect opportunity for you…

Recruit UK are working with an award-winning regional Wealth Management firm in Cambridge that is looking for a Financial Planner to join their team, in an adviser/team leader role.

With a presence across London and the home counties, and a longstanding reputation for excellent client service this company continues to grow, providing expert Financial Advice and Investment Management to HNW/UHNW clients.

This role will give you the opportunity to develop and lead a team of junior advisers, whilst continuing to focus on private client advice. There is a big emphasis on Investment Management, so this company would suit an adviser who is passionate about investments.


What’s in it for you?

  • Competitive salary up to £90,000 + bonus
  • Attractive benefits package
  • The excellent support structure (includes technical Paraplanning)
  • Existing clients to manage
  • Clear cut progression up to Director level



  • Chartered Financial Planner status (CII, CISI or LIBF)
  • Ability to provide complex financial advice to clients
  • Track record developing professional connections
  • A commitment to CDP
  • Ability to lead junior members of staff
  • Longevity in roles throughout a career


Get in touch or apply online if you would like to find out more about this opportunity!


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 a Wealth Management firm based in Cambridge on a Financial Planner 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 job 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.

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •