Current jobs related to Chartered Wealth Management IFA Position - Cambridge, Cambridgeshire - Robinson Financial Careers

  • Wealth Management Professional

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full time

    Join Our Team as a Wealth Management AdviserWe are seeking a proactive and professional Financial Planner to join our team at Eden Resourcing. As a key member of our wealth management team, you will be responsible for managing existing clients and attracting new business. You will establish connections with external introducers and grow the wealth management...

  • Wealth Management Professional

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full time

    Join Our Team as a Wealth Management AdviserWe are seeking a proactive and professional Financial Planner to join our team at Eden Resourcing. As a key member of our wealth management team, you will be responsible for managing existing clients and attracting new business. You will establish connections with external introducers and grow the wealth management...

  • Wealth Management Professional

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full time

    Are you a proactive and results-driven Financial Planner seeking a new opportunity to grow your career? We are looking for a skilled and ambitious individual to join our team as a Wealth Management Professional.As part of our strategic business plan, we are seeking to appoint a new Financial Planning Specialist to manage existing clients and attract new...

  • Paraplanner (client-facing)

    2 months ago

    Cambridge, UK, Cambridgeshire, United Kingdom MM WEALTH LTD Full time

    As a Paraplanner (client-facing), you will be based at the MM Wealth office in Girton, but may be asked to work from another office location from time to time. You would be required to have a minimum of 2 years' experience of working in financial services.You will support our Chartered Financial Planners dealing with our high net worth clients proving...

  • Tax Manager

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Streets Chartered Accountants Full time

    Corporate Tax ManagerWe are seeking a highly skilled Corporate Tax Manager to join our team at Streets Chartered Accountants. As a key member of our tax team, you will be responsible for managing a portfolio of corporate tax cases with a focus on advisory work.Key Responsibilities:Undertake technical compliance reviews of corporation tax computations...

  • Tax Manager

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Streets Chartered Accountants Full time

    Corporate Tax ManagerWe are seeking a highly skilled Corporate Tax Manager to join our team at Streets Chartered Accountants. As a key member of our tax team, you will be responsible for managing a portfolio of corporate tax cases with a focus on advisory work.Key Responsibilities:Undertake technical compliance reviews of corporation tax computations...

  • Tax Manager

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Streets Chartered Accountants Full time

    Cambridge OfficeWe are seeking a highly skilled Corporate Tax Manager to join our team at Streets Chartered Accountants. The successful candidate will be responsible for managing a portfolio of corporate tax cases with a focus on advisory work.The advisory work will involve M&A transactions, tax due diligence, share option schemes, restructures and...

  • WSH Chartered Manager Degree Apprenticeship Programme

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom WSH Support Office Full time

    Programme OverviewThe WSH Chartered Manager Degree Apprenticeship is a 36-month programme designed to equip you with the skills and knowledge required to succeed in a management role. As a Chartered Manager Degree Apprentice, you will work within one of our prestigious client locations, gaining experience in different job roles and developing your skills in...

  • Chartered Building Surveyor

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Carrington West Full time

    Job Title: Chartered Building SurveyorWe are seeking a highly skilled Chartered Building Surveyor to join our Property & Building Control division. As a key member of our team, you will be responsible for providing an efficient and effective building surveying service to our clients.Key Responsibilities:* Design, develop, plan, coordinate, supervise and...

  • WSH Chartered Manager Degree Apprenticeship Professional

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom WSH Support Office Full time

    Job DescriptionAs a WSH Chartered Manager Degree Apprenticeship Professional, you will have the opportunity to work within one of our prestigious client locations, gaining experience in different job roles and being mentored by senior managers.Key Responsibilities:Work within a dynamic team to deliver excellent customer service to our clients.Gain knowledge...

  • Chartered Building Surveyor

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Carriera Careers Full time

    **Exciting Opportunity for a Chartered Building Surveyor**We are seeking a highly skilled Chartered Building Surveyor to join our Cambridge office and take the lead on upcoming multimillion-pound commercial projects.As a Chartered Building Surveyor, you will play a pivotal role in managing a diverse range of building surveying instructions across commercial...

  • WSH Chartered Manager Degree Apprenticeship Professional

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom WSH Support Office Full time

    WSH Chartered Manager Degree ApprenticeshipThis role offers a unique opportunity to develop your skills and knowledge in a dynamic and supportive environment. As a WSH Chartered Manager Degree Apprenticeship professional, you will work within one of our prestigious client locations, gaining experience in different job roles and being mentored by senior...

  • Chartered Building Surveyor

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Bidwells Full time

    We are seeking a highly skilled Chartered Building Surveyor to join our team in Norwich. As a key member of our team, you will be responsible for providing traditional building surveying services, including dilapidations, party wall, technical due diligence, contract administration, building pathology, condition surveys, measured surveys, reinstatement cost...

  • Chartered Building Surveyor Opportunity

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Carrington West Full time

    Are you a skilled Chartered Building Surveyor ready for a new challenge? Carrington West is a leading private Building Consultancy dedicated to delivering high-quality surveying and consultancy services to a range of clients.We are seeking a Chartered Building Surveyor to join our team, covering projects and providing expert advice on building survey and...

  • Chartered Building Surveyor

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Bidwells Full time

    Role OverviewWe are seeking a highly skilled Chartered Building Surveyor to join our team in Norwich. As a key member of our team, you will be responsible for providing traditional building surveying services, including dilapidations, party wall, technical due diligence, contract administration, building pathology, condition surveys, measured surveys,...

  • Financial Planning Director

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...

  • Financial Planning Director

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...

  • Chartered Building Surveyor

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Technical Moves Full time

    Lead the Building Surveying future in Cambridge with an ambitious teamWe're recruiting a Chartered Building Surveyor who thrives in a fast-paced environment and relishes the challenge of tackling complex projects.As a key member of our team, you'll have the autonomy to spearhead regional Building Surveying services, leveraging your expertise to secure...

  • Financial Planning Director

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...

  • Chartered Building Surveyor

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Carriera Full time

    Job Title: Chartered Building Surveyor - Commercial Projects LeadWe are seeking a highly skilled Chartered Building Surveyor to lead our commercial projects in Cambridge. As a key member of our team, you will be responsible for managing a diverse range of building surveying instructions across commercial projects such as offices, laboratories, and more.Key...

Chartered Wealth Management IFA Position

2 months ago

Cambridge, Cambridgeshire, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a career-minded IFA to join our team at Robinson Financial Careers, a leading Chartered Wealth Management House. This is an exciting opportunity to work with a growing organization that offers excellent prospects for career progression.

Key Responsibilities
  • Provide professional advice and solutions to clients, adhering to FA regulations and group standards.
  • Generate new client opportunities through self-generated introductions, professional connections, and existing clients.
  • Identify and provide new business opportunities across a broad range of financial planning needs.
  • Gather, analyze, and document information needed to provide financial advice.
  • Research and analyze suitable solutions to meet client needs.
  • Maintain client records and provide regular client contact.
  • Achieve growth and intergenerational planning through a focus on service.
Requirements
  • Achievement and maintenance of CAS and a minimum of level 4 diploma qualification (desired Chartered status or working towards).
  • Relevant and recent experience of working within a similar role within financial services.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to explain complex information simply and clearly.
  • Strong knowledge of all financial planning with a specific focus on holistic financial planning.
What We Offer
  • Competitive base salary.
  • Structured bonus based on serviced revenue and revenue generation.
  • 25 days annual leave plus bank holidays.
  • 1 additional day off on your birthday.
  • Salary sacrifice pension contributions.
  • Annual leave purchase scheme.
  • Support for professional subscriptions.
  • Access to an online platform of flexible benefits.
  • Bi-annual eye test vouchers.
  • 4X Death in Service benefit.
  • Access to the Employee Assistance Programme.