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Financial Planner

3 months ago

Cambridge, United Kingdom Synchronicity Financial Services Full time

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 5+ years PQE) Financial Planner.


An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further. Our client is a leading brand and offers fantastic marketing support, leads and internal referrals from the Investment Managers and other areas of the wider group. Full Paraplanning and Admin support is also provided.


Ideally you will be Chartered, or progressing towards Chartered status, although this isn't essential if you have extensive relevant experience.


This role is Cambridge based and offers hybrid working with typically 3 days a week in the office.


A generous basic salary and competitive bonus scheme is on offer, plus the usual corporate benefits.