Wealth Management Professional
3 weeks ago
Are you a driven and ambitious Financial Planner seeking a new challenge? Do you have a passion for delivering exceptional client experiences and driving business growth? We are seeking a talented Wealth Management Professional to join our team and contribute to our success.
As a key member of our Wealth Management team, you will be responsible for managing existing client relationships and attracting new business opportunities. You will work closely with internal introducers to establish a strong presence in the local market and provide bespoke solutions to High Net Worth Clients. Your expertise in Financial Planning and Management will be essential in driving business growth and delivering exceptional results.
We offer a dynamic and supportive work environment, with access to a broad range of clients and connections to help you build your portfolio. Our team is committed to professional development, and we provide full technical, administrative, paraplanning, compliance, and business development support to ensure your success.
Key Responsibilities:- Manage existing client relationships and attract new business opportunities.
- Establish connections with external introducers and internal stakeholders.
- Grow the wealth management operation in the area through strategic business development.
- Provide bespoke solutions to High Net Worth Clients, leveraging your expertise in Financial Planning and Management.
- Chartered Status (or close to) in Financial Planning.
- Demonstrated broad technical knowledge across all areas of Financial Planning and Management.
- Strong networking and business development skills, with a proven track record of driving business growth.
By joining our team, you will have the opportunity to work with a well-respected and innovative firm, committed to professional development and delivering exceptional results. If you are a motivated and ambitious Financial Planner, looking for a new challenge, we encourage you to apply.
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Wealth Management Professional
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeJoin 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...
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Wealth Management Professional
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeJoin 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...
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Wealth Management Professional
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Wealth Management Professional
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeExciting Opportunity in Wealth ManagementWe are seeking a highly skilled and motivated 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.Key Responsibilities:Develop and implement bespoke financial plans for High Net Worth...
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Wealth Management Professional
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Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeExciting Opportunity in Wealth ManagementWe are seeking a highly skilled and motivated 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.Key Responsibilities:Develop and implement bespoke solutions for High Net Worth...
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Wealth Management Professional
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeExciting Opportunity in Wealth ManagementWe are seeking a highly skilled and motivated 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.Key Responsibilities:Develop and implement bespoke solutions for High Net Worth...
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Wealth Management Professional
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Eden Resourcing Full timeAre 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...
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Financial Planning Associate
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssociateMM Wealth LTD is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our financial planning team, you will be responsible for providing exceptional client service and supporting our Chartered Financial Planners in delivering holistic financial planning solutions.Main...
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Financial Planning Associate
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssociateMM Wealth LTD is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our financial planning team, you will be responsible for providing exceptional client service and supporting our Chartered Financial Planners in delivering holistic financial planning solutions.Main...
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Financial Planning Associate
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssociateMM Wealth LTD is seeking a highly skilled and motivated Financial Planning Associate to join our team. As a key member of our Financial Planning department, you will play a vital role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collaborate with Chartered...
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Financial Planning Associate
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssociateMM Wealth LTD is seeking a highly skilled and motivated Financial Planning Associate to join our team. As a key member of our Financial Planning department, you will play a vital role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collaborate with Chartered...
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Financial Planning Assistant
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssistantMM Wealth LTD is seeking a highly skilled and motivated Financial Planning Assistant to join our team. As a key member of our Financial Planning Team, you will play a vital role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client...
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Financial Planning Assistant
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Financial Planning AssistantMM Wealth LTD is seeking a highly skilled and motivated Financial Planning Assistant to join our team. As a key member of our Financial Planning Team, you will play a vital role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client...
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Financial Planning Associate
2 months ago
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Financial Planning Associate
2 months ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Description**Job Title:** Financial Planning Associate**Company:** MM Wealth LTD**Location:** Girton (with occasional work from other office locations)**Job Type:** Full-time**About the Role:We are seeking a highly skilled and experienced Financial Planning Associate to join our team at MM Wealth LTD. As a key member of our Financial Planning Team, you...
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Financial Planning Assistant
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Paraplanner (Client-Facing)MM Wealth Ltd is seeking a skilled Paraplanner (Client-Facing) to join our team. As a Paraplanner (Client-Facing), you will be based at our office in Girton and will be responsible for supporting our Chartered Financial Planners in dealing with high net worth clients.Main Responsibilities:Collect and collate information...
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Financial Planning Assistant
1 month ago
Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeJob Title: Paraplanner (Client-Facing)MM Wealth Ltd is seeking a skilled Paraplanner (Client-Facing) to join our team. As a Paraplanner (Client-Facing), you will be based at our office in Girton and will be responsible for supporting our Chartered Financial Planners in dealing with high net worth clients.Main Responsibilities:Collect and collate information...
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Paraplanning Professional
1 month ago
Cambridge, Cambridgeshire, United Kingdom Recruit UK Full timeParaplanner Role at a Leading Wealth Management FirmWe are seeking an experienced Paraplanner to join our team at a distinguished wealth management firm in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with client meetings, research, and analysis.Key Responsibilities:Prepare suitability reports and assist...
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Paraplanning Professional
1 month ago
Cambridge, Cambridgeshire, United Kingdom Recruit UK Full timeParaplanner Role at a Leading Wealth Management FirmWe are seeking an experienced Paraplanner to join our team at a distinguished wealth management firm in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with client meetings, research, and analysis.Key Responsibilities:Prepare suitability reports and assist...
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Paraplanner (client-facing)
2 months ago
Cambridge, UK, Cambridgeshire, United Kingdom MM WEALTH LTD Full timeAs 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...
