Strategic Financial Planning Professional

2 weeks ago


Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full time

We are seeking a highly skilled Financial Planning and Wealth Management professional to join our team at Eden Resourcing. The ideal candidate will have a strong background in financial services and the ability to work closely with clients to develop personalized wealth management solutions.

The successful candidate will have a Chartered status and broad technical knowledge across all areas of Financial Planning. They will be an accomplished networker and business developer with excellent communication and interpersonal skills. The role will involve working with internal introducers to establish a presence in the local market and attracting new business to grow the wealth management operation.

The successful candidate will be provided with full technical, administrative, paraplanning, compliance and business development support to enable them to succeed in the role. They will have access to a broad range of clients and connections to enable them to build their portfolio.

Key Responsibilities:

  • Develop and implement personalized wealth management solutions for clients
  • Work closely with internal introducers to establish a presence in the local market
  • Attract new business to grow the wealth management operation
  • Provide excellent communication and interpersonal skills to clients and colleagues

Requirements:

  • Chartered status in Financial Planning
  • Broad technical knowledge across all areas of Financial Planning
  • Accomplished networker and business developer
  • Excellent communication and interpersonal skills


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