Current jobs related to Financial Planner, Cambridge, Up to Basic Salary + Bonus + Benefits + Clients - Cambridge, Cambridgeshire - TAB Consultancy

  • Senior Transport Planner

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Full time

    About the RoleAldwych Consulting is seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, working closely with clients and internal stakeholders to deliver high-quality results.Key ResponsibilitiesDevelop and implement...

  • Senior Transport Planner

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Full time

    About the RoleAldwych Consulting is seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, working closely with clients and internal stakeholders to deliver high-quality results.Key ResponsibilitiesDevelop and implement...

  • Senior Transport Planner

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Pertemps TM Full time

    Job Title: Senior Transport PlannerJob Type: Full-timeCompany: Pertemps TMLocation: CambridgeJob Description:Role Overview:We are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for engaging in all aspects of transport planning, traffic, and transportation engineering....

  • Senior Transport Planner

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Pertemps TM Full time

    Job Title: Senior Transport PlannerJob Type: Full-timeCompany: Pertemps TMLocation: CambridgeJob Description:Role Overview:We are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for engaging in all aspects of transport planning, traffic, and transportation engineering....

  • Financial Planning Assistant

    9 hours ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Salary: £35,000 - £45,000 Location: Cambridge A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting financial planners provide tailored advice to high net worth individuals with complex needs. The ideal candidate...

  • Financial Planning Assistant

    9 hours ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Salary: £35,000 - £45,000 Location: Cambridge A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting financial planners provide tailored advice to high net worth individuals with complex needs. The ideal candidate...

  • Senior Financial Manager

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Title: Financial Controller - ManufacturingJob Type: Full-timeIndustry: ManufacturingCompany: Ernest Gordon Recruitment LimitedLocation: Cambridge, UKJob Description:We are seeking an experienced Financial Controller to join our client's team in Cambridge. As a Financial Controller, you will be responsible for providing financial management and...

  • Paraplanner - Financial Planning Specialist

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner - Financial Planning SpecialistSalary: £35,000 - £45,000Location: CambridgeA leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.The role...

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner - Financial Planning SpecialistSalary: £35,000 - £45,000Location: CambridgeA leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.The role...

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner - Financial Planning SpecialistSalary: £35,000 - £45,000Location: CambridgeA leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.The role...

  • Paraplanner - Financial Planning Specialist

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner - Financial Planning SpecialistSalary: £35,000 - £45,000Location: CambridgeA leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.The role...

  • Head of Sustainability Institute

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    About the Role:The University of Cambridge is seeking an exceptional individual to fill the position of Director at the Cambridge Institute for Sustainability Leadership (CISL). As the head of the institution, the successful candidate will be responsible for developing and delivering CISL's strategy, ensuring the efficient and effective management of the...

  • Head of Sustainability Institute

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    About the Role:The University of Cambridge is seeking an exceptional individual to fill the position of Director at the Cambridge Institute for Sustainability Leadership (CISL). As the head of the institution, the successful candidate will be responsible for developing and delivering CISL's strategy, ensuring the efficient and effective management of the...

  • Financial Advisor

    7 days ago

    Cambridge, Cambridgeshire, United Kingdom Robinson Financial Careers Full time

    {"title": "Career Advancement Opportunity in Wealth Management", "subtitle": "Join a leading Chartered Wealth Management House in Cambridge", "content": "We are seeking a career-minded IFA to join our team at our Cambridge location. This opportunity comes with a clear developmental path, initial and ongoing clients, and a comprehensive succession plan.The...

  • Financial Advisor

    6 days ago

    Cambridge, Cambridgeshire, United Kingdom Robinson Financial Careers Full time

    {"title": "Career Advancement Opportunity in Wealth Management", "subtitle": "Join a leading Chartered Wealth Management House in Cambridge", "content": "We are seeking a career-minded IFA to join our team at our Cambridge location. This opportunity comes with a clear developmental path, initial and ongoing clients, and a comprehensive succession plan.The...

  • Senior Production Planner

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Major Talent Full time

    Senior Production Planner **Job Summary** Major Talent is seeking an experienced Senior Production Planner to join our client's site at their manufacturing facility near Cambridge. As a key team player within the Operations Team, you will be responsible for manufacturing and logistics planning on a day-to-day basis. **Key Responsibilities:** * Ensure...

  • Senior Production Planner

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Major Talent Full time

    Senior Production Planner **Job Summary** Major Talent is seeking an experienced Senior Production Planner to join our client's site at their manufacturing facility near Cambridge. As a key team player within the Operations Team, you will be responsible for manufacturing and logistics planning on a day-to-day basis. **Key Responsibilities:** * Ensure...

  • Financial Planning Assistant

    6 days ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...

  • Financial Planning Assistant

    6 days ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...

  • Financial Planning Assistant

    3 days ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...

Financial Planner, Cambridge, Up to Basic Salary + Bonus + Benefits + Clients

3 months ago

Cambridge, Cambridgeshire, United Kingdom TAB Consultancy Full time

Role:
Independent Financial Planner

Package:
Up to £80,000 Basic Salary + Bonus + Benefits + Clients Provided
Our client, a reputable independent financial planning firm, is seeking a dynamic and motivated financial planner to join their team. They prioritize building and nurturing long-term client relationships and are keen to recruit an individual with integrity, dedication, and a strong work ethic.


The firm offers a supportive environment with a steady stream of client leads and professional growth opportunities. The ideal candidate will be a client-focused adviser committed to delivering exceptional service.

In addition to client leads, the successful candidate is expected to generate business exceeding £400,000 annually within 5 years. Business targets cover both new and ongoing business, with bonuses based on achievements.
Key Responsibilities
  • Meet prospective clients regularly, providing high-quality service in line with company standards.
  • Plan, execute, and maintain a business pipeline to meet targets.
  • Ensure compliance with regulations and deliver outstanding customer service.
  • Utilize research for tailored client advice and maintain updated client files.
  • Communicate effectively with internal teams and provide clear information.
  • Focus on continuous professional development and technical knowledge enhancement.
About You
  • Hold a minimum Level 4 Diploma in Financial Advice.
  • Chartered status is preferred but not mandatory.
  • Possess strong sales and presentation skills.
  • Demonstrate exceptional interpersonal, organizational, communication, and negotiation skills.
  • Be driven, motivated, enthusiastic, and committed to exceeding targets.
  • Display ethical and professional conduct in all work aspects.
  • Have a clear career development vision and willingness to undergo further training.
  • Exhibit comprehensive knowledge of financial planning areas.
  • Capable of building and sustaining long-term client relationships.
  • Show proficiency in working both independently and as part of a team.
  • Demonstrate strong literacy, numeracy, and IT skills.
  • Effectively communicate complex information to diverse audiences.