Chartered Financial Planner - £70k - Cambs

£70,000 yearly
  • Recruit UK
  • Cambridge, UK
  • 04/02/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

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

Job Title: Chartered Financial Planner

Industry: Financial Advice

Location: Cambridgeshire

Salary: £70,000

Reference Number: 15108

Job Description:

Recruit UK is working on an opportunity for a Financial Planner in Cambridgeshire to join a Chartered Financial Planning firm to manage an existing portfolio of HNW clients.

Due to a departing adviser, there is a c£70million AUM portfolio of HNW private clients to take over. Although this sounds like a large workload, you will receive admin and technical support on all aspects of the process, freeing up your time to focus purely on client reviews.

Whilst there is no expectation to do new business, you will have the opportunity to earn a decent bonus for anything you can bring in on top of a bonus for retention of the book.

As a Chartered accredited firm, they put a big emphasis on professional development and fully support their team to undertake additional qualifications.


What’s in it for you:

  • Salary of c£70,000
  • Bonus (based on new business and client retention)
  • Full admin and technical support
  • No focus on new business development
  • Flexibility around home/office working


Skills and experience required:

  • Chartered Financial Planner status (or close to it)
  • Over 5 years of Financial Advice experience
  • Commitment to continued professional development
  • Ability to manage large workload by utilizing the support available
  • A client-focused individual


Get in touch or apply online 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 Chartered Financial Planning firm based in Cambridgeshire 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 any reference number when applying for this role •