Financial Planner

About the Role: We are seeking an experienced Paraplanner to support our team of Chartered Financial Planners in a leading financial services firm. This is a fantastic opportunity for skilled Paraplanners in Cambridge.The successful candidate will be responsible for collecting and collating client information, adhering to 'know your client' principles and...

Company OverviewThe Progeny Group is a leading provider of wealth management services, dedicated to delivering exceptional results for our clients.We are seeking an experienced Financial Planner to join our team and contribute to the growth and success of our organization.

We are looking for a highly skilled Paraplanner to join our team in Cambridge. As a key support function, you will work closely with our Chartered Financial Planners to provide comprehensive financial planning services to clients. The successful candidate can expect a competitive salary of £40,000 - £50,000 per annum.Main DutiesGather and organise client...

We are working with an Industry-Leading National Wealth Manager with offices in Cambridge who are looking for an experienced and ideally Chartered Financial Planner. They are looking to bring someone onto their team who has experience with good level clientsand who wants to progress their career within a reputable firm. The role would also have a client...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

Job OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant 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 financial planners.About the RoleThis is an exciting opportunity for a...

Artemis Recruitment Consultants Ltd is seeking a highly experienced Financial Services Professional - Client Support to join our team. This is an excellent opportunity for a motivated individual to support our Financial Planners in creating and compiling quality financial planning reports.Main Responsibilities:Support the Financial Planners in research and...

An exciting opportunity has arisen for a part qualified individual to become a Trainee IFA to work in a Chartered Financial Planning business based in the Cambridge area. Would you like the opportunity to follow a clear path to becoming a Chartered FinancialPlanner? As a Trainee Financial Adviser you will be responsible for..... - Providing technical...

**Join Our Team as a Financial Planner**We are looking for an experienced Financial Planner to join our team in Cambridge. As a key member of our team, you will be responsible for delivering high-quality financial advice to HNW and VHNW clients.About UsThe Progeny Group is a leading provider of wealth management services. We are committed to delivering...

The opportunity for a IFA Administrator to join a well-established Chartered Financial Services Practice which provides a highly personalised financial planning service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of...

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...

Recruit Wealth are 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 services. This advisory role...

Recruit Wealth are 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 services. This advisory role...

About the OpportunityWe are looking for a highly skilled Paraplanner to join our team in Cambridge, providing administrative support to our Chartered Financial Planners. This role offers a unique blend of client-facing and technical work, making it an exciting opportunity for a career-driven professional.Key ResponsibilitiesCollaborate with Chartered...

Job DescriptionThe role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client...

Job Opportunity: Financial PlannerWe are seeking an experienced Financial Planner to join our Wealth Management company in Cambridge. As a key member of our team, you will play a vital role in helping our clients achieve their financial objectives.Key RequirementsYou will have experience in wealth management and a strong understanding of financial...

LEV Planner Job ID 91534 Posted 18-Nov-2021 Service line GWS Segment Role type Full-time Areas of Interest Facilities Management Location(s) Cambridge - England - United Kingdom of Great Britain and Northern Ireland CBRE Global Workplace Solutions is a global provider of integrated facilities and corporate real estate management. We are...

Job Title: Financial Planning Specialist">About the Role:">This is an exciting opportunity to join Artemis Recruitment Consultants Ltd as a Financial Planning Specialist. As a key member of our team, you will provide financial planning support to Private Client Advisors, assisting them in delivering high-quality financial planning solutions to new and...

About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, driving growth and innovation through personal and performance-focused expertise.As a Data Management Team Lead, you will be responsible for managing the Financial Planning department's administrative tasks. You will work closely with...

Role OverviewIn this dynamic role, you will play a pivotal part in the finance department of Michael Page (UK), driving business growth through expert financial management. The ideal candidate will have a solid background in accounting and a passion for delivering high-quality financial services.">About the CompanyMoving to a new challenge with Michael Page...