Wealth Management Professional

1 month 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 business. Working closely with internal introducers, you will establish a presence in the local market by offering bespoke solutions to High Net Worth Clients. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.

You will receive full technical, administrative, paraplanning, compliance, and business development support to enable you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio.

The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships.

This is an excellent opportunity to join a forward-thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded.

Key Responsibilities:
  1. Manage existing clients and attract new business.
  2. Establish connections with external introducers.
  3. Grow the wealth management operation in the area.
  4. Provide bespoke solutions to High Net Worth Clients.
Minimum Requirements:
  1. Achieved Chartered Status (or close to).
  2. Demonstrated broad technical knowledge across all areas of Financial Planning.
  3. Strong networking and business development skills.


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