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...

DescriptionIn light of Progeny's continued growth in Cambridgeshire and the surrounding counties, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing and planned business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over...

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 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...

**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...

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...

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...

Supporting Role: We are currently seeking a talented individual to fill the role of a Chartered Financial Planning Support specialist. In this position, you will work closely with our Financial Planners to develop and implement comprehensive financial plans tailored to meet client needs. To succeed in this role, you must possess excellent planning and...

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...

About the RoleWe are looking for a Private Client Advisor to join our team at The Progeny Group. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our high net worth clients, managing their portfolios effectively and ensuring their financial goals are met.The successful candidate will have a...

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...

Transform Your Passion into a Thriving CareerGarilos Travel is seeking a highly motivated and adventurous individual to join our team as an Adventure Travel Planner. In this exciting role, you will have the opportunity to combine your love of travel with your passion for helping others plan unforgettable experiences.About the Role:* As an Adventure Travel...

Key ResponsibilitiesWork closely with financial planners to deliver excellent client outcomesConduct appraisals and drive performance within the teamCoach and mentor team members to develop their skills and knowledgeProvide guidance and support to ensure excellent client outcomesMaintain back-office systems and client records in line with company...