Wealth Management Advisor

1 month ago


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

We are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.

Salary: £65,000 - £85,000 per annum.

You will be responsible for constructing and producing financial plans, communicating cashflow models to clients, and ensuring compliance with regulatory requirements. Your expertise in financial planning and wealth management will enable you to provide valuable insights to clients.

Requirements:

  1. 5+ years' experience in a paraplanning or wealth management role.
  2. Chartered Financial Planner status with the CII.
  3. Excellent knowledge of investment, life, and pensions products.
  4. Comprehensive understanding of income tax, CGT, IHT, trusts, and pension transfers.
  5. Lifetime cashflow modelling experience, preferably with Voyant.


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    Company Overview: Recruit Wealth Ltd is delighted to represent one of the fastest-growing national financial planning businesses in the UK. Our client provides a holistic service across financial planning, wealth management, and investment management.Our advisory role offers a unique opportunity to work with existing clients and build new relationships in...


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    In this exciting opportunity, you will work as a key member of a leading national Financial Planning business, representing one of the fastest-growing companies in the UK.The company offers a holistic service across financial planning, wealth management, investment management, and professional services, providing an ideal platform for your career growth.The...


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    Join our team at Recruit Wealth Ltd, representing a fast-growing Financial Planning business in the UK. We're seeking an experienced Financial Planner to take on a newly created advisory role in Cambridge. This exciting opportunity will see you working with existing clients, building new relationships and providing expert guidance on pension and investment...


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is delighted to represent a leading national Financial Planning business in the UK, backed by private equity for further expansion and acquisitions.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional services. This advisory role, newly created, is based out of...


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

    Unlock New OpportunitiesAs a Pension and Investment Advisor at Recruit Wealth Ltd, you will play a key role in delivering exceptional client experiences and driving business growth. With our client's private equity backing, this is an exciting time to join a dynamic team and contribute to shaping the future of financial planning in the UK. What We OfferAn...


  • Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    About the OpportunityWe are looking for an experienced Wealth Management Professional to join our team at The Progeny Group.The successful candidate will have a proven track record of delivering wealth management services, with excellent communication skills and the ability to build strong relationships with clients.This is an exciting opportunity for a...


  • Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time

    Austin Fraser is seeking a highly skilled Financial Planning Administrator to join our team in Cambridge. This is a unique opportunity for an experienced financial advisor to take on a challenging role and develop their career in a dynamic and fast-paced environment.About the RoleThe successful candidate will be responsible for providing a holistic wealth...


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    At Recruit Wealth Ltd, we are looking for a highly skilled and experienced Wealth Management Specialist to join our team.The successful candidate will have a strong background in Financial Planning, with expertise in pension and investment advice to private clients.This is an exciting opportunity to work with a dynamic and award-winning Financial Planning...

  • Senior Wealth Manager

    1 month ago


    Cambridge, Cambridgeshire, United Kingdom Shero Talent Consultancy Full time

    Job Title: Senior Wealth ManagerEstimated Salary: £50,000 - £60,000 per annumCompany Overview:Shero Talent Consultancy is a reputable wealth management company based in Cambridge. We provide comprehensive wealth management, investment planning, and retirement solutions to our clients.Job Description:We are seeking an experienced Senior Wealth Manager to...


  • Cambridge, Cambridgeshire, United Kingdom CV Library Full time

    Wealth Management RoleOur company, based in Cambridge, is seeking a skilled Wealth Management Specialist to provide wealth management, investment planning, and retirement solutions. The ideal candidate will have experience in wealth management, excellent communication skills, and a strong understanding of financial services.Job Responsibilities:Client...


  • Cambridge, Cambridgeshire, United Kingdom SANDPartners Full time

    SANDPartners: Empowering Clients Through Holistic Wealth ManagementWe are seeking an experienced and ambitious professional to join our team as a Senior Wealth Manager at SANDPartners. As a trusted adviser, you will deliver exceptional client outcomes by providing tailored solutions that address complex financial needs.About Us:SANDPartners is a...


  • Cambridge, Cambridgeshire, United Kingdom SANDPartners Full time

    Benefits and CompensationWe offer a range of benefits and compensation packages to attract and retain top talent in the industry. As a Senior Wealth Manager at SANDPartners, you can expect:A base salary of $140,000 per annumBonuses and commissions based on performanceA comprehensive benefits package, including health insurance, retirement plans, and paid...


  • Cambridge, Cambridgeshire, United Kingdom Taxadvisermagazine Full time

    Cambridge's prominent accountancy firm is keen to expand its Private Client Tax team by appointing a personal tax advisor at Assistant Manager level. The individual will join a highly respected team, advising HNW individuals including serial entrepreneurs, business owners, partners, and landed wealth on all areas of their personal taxation.The firm...


  • Cambridge, Cambridgeshire, United Kingdom SANDPartners Full time

    We are seeking a talented Strategic Wealth Expert to join our high-performing team at SANDPartners.About us:We empower our advisers to deliver exceptional client service and go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a rewarding relationship with their adviser.We provide...


  • Cambridge, Cambridgeshire, United Kingdom CV Library Full time

    Job Description: Financial PlannerCome and be part of a dynamic team at CV Library, as we seek a highly motivated Financial Planner to join our Wealth Management company in Cambridge. With a focus on providing exceptional client service, you will play a key role in helping our clients achieve their financial goals.About the RoleAs a Financial Planner, you...

  • Senior Wealth Manager

    3 weeks ago


    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Manager to join our team at The Progeny Group. This is an excellent opportunity for an experienced HNW Financial Planner to take on a senior role and provide expert financial advice to our high net worth clients.The successful candidate will have a proven track record of delivering exceptional results...

  • Financial Strategist

    2 weeks ago


    Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd are delighted to represent one of the UK's fastest growing, national Financial Planning businesses, backed by private equity for further expansion and acquisition. This advisory role is newly created in Cambridge, servicing existing clients while building new relationships. The ideal candidate will have extensive experience in pension &...


  • Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full time

    We are expanding our Private Client Tax team in Bury St Edmunds and seeking a highly experienced Senior Private Wealth Manager to join us. As a respected professional in the industry, you will be responsible for managing a portfolio of high net worth individuals and families.The role offers an exciting opportunity for personal and career development, working...


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

    Your Career Journey Starts HereAt Recruit Wealth Ltd, we're dedicated to helping talented professionals like you achieve their career goals. As a Pension and Investment Advisor, you'll embark on a rewarding journey, developing your skills and expertise while making a meaningful contribution to our client's success. The OpportunityJoin our dynamic team and...

  • Financial Manager

    2 days ago


    Cambridge, Cambridgeshire, United Kingdom Amgen, Inc. Full time

    Job Title: Financial ManagerEstimated Salary: £60,000 - £80,000 per annumWe are seeking an experienced Financial Manager to join our team in the UK. As a key member of the finance department, you will be responsible for managing the monthly and quarterly financial close process, collaborating closely with the Global Accounting Hub and overseeing activities...