Financial Services Consultant

2 days ago


Cambridge, Cambridgeshire, United Kingdom CV Library Full time
Investment Planning Opportunity

We are seeking an experienced Financial Services Consultant to join our team in Cambridge, providing wealth management, investment planning, and retirement solutions to individuals and families.

Key Responsibilities:
  1. Client Relationship Management
  • Develop strong relationships with clients, understanding their financial goals and objectives.
  • Prepare and deliver presentations to clients, explaining complex financial concepts in an accessible manner.
New Business Development
  • Identify opportunities for new business growth, developing strategies to acquire new clients.
  • Build relationships with external partners, such as solicitors and estate agents, to source new business leads.
Mortgage Review and Planning
  • Conduct regular mortgage reviews, advising clients on optimal mortgage structures.
  • Work closely with clients to develop comprehensive financial plans, incorporating mortgages and other financial products.
Communication and Reporting
  • Develop and maintain effective communication channels with clients, keeping them informed of progress.
  • Produce high-quality reports and presentations, summarizing key findings and recommendations.

The salary for this role is around £38,500-£48,500 per year, reflecting the complexity and depth of the work involved.



  • Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for supporting Financial Planners in research and analysis to meet client needs and objectives.Key ResponsibilitiesProvide high-level administrative support to Financial...


  • Cambridge, Cambridgeshire, United Kingdom RSM Full time

    **Career Opportunity:**Job RoleWe are currently recruiting for a Tax Adviser position within our Team Tax department. As a key member of the team, you will provide expert tax advice to clients across various sectors and contribute to business growth.ResponsibilitiesYour primary duties will include:Delivering high-quality tax advisory services to...


  • Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryWe are seeking a skilled and experienced Senior Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our independent financial advisers.About the RoleThis is an exciting opportunity...


  • Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Financial Planning Expertise in East AngliaEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an experienced Senior Financial Planning Consultant to join their team in East Anglia.This role offers the opportunity to deliver high-quality financial planning advice to clients across the region, building strong...


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

    Job DescriptionAs a Service Management Consultant, you will oversee all aspects of safety, ethics, and financial management for field projects and engineering teams. Key responsibilities include developing Risk Assessment and Method Statements (RAMS), ensuring efficient material flow, and managing off-hire tools and contracts.You will leverage MS Office to...


  • Cambridge, Cambridgeshire, United Kingdom Grant Thornton UK Full time

    About the Role: We are seeking a skilled Transaction Services Assistant Director to assist with financial due diligence on transactions for private equity and corporate clients. In this role, you will support the preparation of analysis and findings for client deliverables, helping clients make informed decisions. Conduct thorough financial analysis and...


  • Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full time

    At ProTalent Limited, we are seeking an experienced Financial Services Specialist to join our team. This exciting opportunity will see you working as part of our Strategic Corporate Finance team, providing powerful, insight-led strategies to ambitious organizations.The successful candidate will take ownership of a wide range of small to mid-market deals...


  • Cambridge, Cambridgeshire, United Kingdom CV-Library Full time

    Company OverviewRecruit Wealth Ltd is delighted to be representing one of the fastest growing national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional...


  • Cambridge, Cambridgeshire, United Kingdom Canadian Imperial Bank of Commerce Full time

    We are seeking a skilled Financial Services Representative to join our team at the Canadian Imperial Bank of Commerce. This is an exciting opportunity for someone who enjoys working in a fast-paced banking environment and is passionate about delivering exceptional client experiences.The ideal candidate will be responsible for providing personalized support...


  • Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full time

    Cambridge-based Financial Contract RoleProTalent Limited is currently seeking a talented Financial Expert for a senior contract position at a leading accountancy firm in Cambridge.The main duties include:Management accounting and financial reporting.Tax compliance and financial planning.Key qualifications for this position are:A minimum of 5 years'...


  • Cambridge, Cambridgeshire, United Kingdom Pro Talent Full time

    Join Pro Talent as a Trainee Accountant and take the first step towards a rewarding career in accounting.This exciting opportunity is perfect for someone who wants to gain hands-on experience and build their skills in accounts preparation, bookkeeping, and financial statement analysis.Salary: Up to £22k plus StudyJob Overview:We are a well-known and...

  • Financial Strategist

    4 weeks ago


    Cambridge, Cambridgeshire, United Kingdom Shero Talent Consultancy Full time

    Wealth Management Company OverviewShero Talent Consultancy is delighted to announce a unique opportunity for a talented Financial Planner to join our team in Cambridge.Job SummaryThe successful candidate will be responsible for delivering exceptional client service, ensuring the financial well-being of our clients. As a key member of our Wealth Management...


  • Cambridge, Cambridgeshire, United Kingdom Vision Truck Group Full time

    Vision Truck Group is looking for a highly motivated Financial Services Specialist to join our team in Cambridge, ON. As a key member of our accounting department, you will be responsible for processing full cycle accounts payable and maintaining accurate records.The successful candidate will have excellent communication skills, both written and verbal, and...


  • Cambridge, Cambridgeshire, United Kingdom Shero Talent Consultancy Full time

    Job Title: Financial Services CoordinatorEstimated Salary: £45,000 - £55,000 per annumJob Responsibilities:We are looking for a skilled Financial Services Coordinator to join our team in Cambridge. As a key member of our wealth management team, you will be responsible for client servicing, new client onboarding, and maintaining stakeholder...


  • Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full time

    Job Description:We are seeking an accomplished Financial Services Manager to join our team at ProTalent Limited. In this role, you will be responsible for leading and supporting various transactions, including company sales, acquisitions, MBOs, and MBIs. You will use your technical expertise and business acumen to drive business growth and deliver...


  • Cambridge, Cambridgeshire, United Kingdom RSM Full time

    Join RSM's Financial Reporting Training TeamRSM is a leading network of audit, tax, and consulting firms that delivers premium services to middle-market businesses. We are a fast-growing firm with big ambitions, and we are looking for a skilled Financial Reporting Training Manager to join our team.As a Financial Reporting Training Manager, you will be...


  • Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full time

    ProTalent Limited is seeking a skilled and experienced Financial Services Manager to join their team in Cambridge.About the Role:Lead onsite audit teams, supervising junior members and liaising with client finance teams to ensure assignments are completed as agreed.Review financial statements, prepare audit reports for presentation to those charged with...


  • Cambridge, Cambridgeshire, United Kingdom Morepeople 01780 Full time

    Role SummaryWe are seeking a Senior Farm Consultancy Professional to join our team, leading our Farm Consultancy department across East Anglia. This is an exciting opportunity for an experienced professional to take on a leadership role and drive business growth. Salary: £90,000 - £110,000 per annumAbout the RoleIn this senior position, you will be...


  • Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...


  • Cambridge, Cambridgeshire, United Kingdom Rutherford Briant Full time

    Rutherford Briant is seeking a highly skilled Financial Services Leader to join their team as an Audit Director. This role offers the opportunity to lead and manage audit engagements, ensuring exceptional quality and compliance.Job Overview:This position involves overseeing a portfolio of clients, managing a team of auditors, and providing strategic guidance...