Financial Planner DipFA

6 days ago

Cambridge, United Kingdom Recruit Wealth Ltd Full time

Job DescriptionRecruit Wealth are partnered with a well-established, FCA-regulated financial planning firm with over 36 years’ heritage. They provide bespoke advice across pensions, investments, estate planning, and mortgages. As well as combine independent thinking and the infrastructure to deliver client-centred excellence.Currently looking for a driven and client-focused Financial Planner to join their growing Cambridge team.This is an exciting opportunity for an experienced adviser seeking long-term career development within a supportive, professional, and collaborative environment.As an experienced Financial Adviser you will hold : * Minimum 5 years’ experience in advising private clients on pensions, investments, retirement planning, and estate planning. * Preferably Chartered status (CII), however support is provided if not already held. * A keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomes. * Proven ability to deliver tailored, compliant advice and develop long-term client relationships. * Strong knowledge of investment solutions, tax-efficient planning, and retirement strategies. * Excellent interpersonal and communication skills, with a client-focused approach. * Strong organisational skills and attention to detail. * Commercial awareness, with the ability to identify and develop business opportunities.Role & Responsibilities * Deliver regulated advice across pensions, investments, estate planning, and wealth management. * Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions. * Proactively use cashflow modelling software to present and explain planning outcomes in a clear, client-friendly way. * Manage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirements. * Collaborate with the firm’s support teams to ensure efficient administration and reporting, freeing you to focus on client-facing work. * Actively pursue new business opportunities, including referrals from existing clients and networking. * Maintain up-to-date knowledge of market developments, legislation, and guidance. * Uphold the firm’s values: Nurturing Relationships, Navigating Futures, Client-Centred Excellence, and Thriving Together.Why Join This Business : * Work within a client-centred firm with over 36 years’ history of trust and service. * Professional development and progression opportunities, including support towards achieving Chartered status if not already held. * Supportive administrative infrastructure to allow you to focus on client advice. * Collaborative team environment with a culture of mentoring, knowledge sharing, and professional excellence. * Office-based with potential hybrid flexibility to balance client meetings and collaboration.Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.Applicants will be based in or around the Cambridge area.We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response

  • Financial Adviser

    1 week ago

    Cambridge, United Kingdom Truestar Talent Ltd Full time

    My client one of the UK’s most prominent names in banking and asset management, whose aim is to help more people across the UK benefit from financial advice. Their heritage goes back over 400 years, but their approach is built for the future needs of theirclients. They offer solid foundations and strong performance and customer service. They take a...

  • Associate Financial Planner

    6 days ago

    Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Full time

    Associate Financial AdvisorLocation:Cambridgeshire (Hybrid Working Available)Salary:NegotiableAbout the FirmWe are working with a reputable Chartered Financial Planning firm with a strong reputation for delivering exceptional, holistic advice to clients across the UK. They take pride in providing a personal, client-first service and fostering a culture of...

  • Financial Planner- Cambridge

    2 weeks ago

    Cambridge, United Kingdom Synchronicity Group Full time

    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...

  • Town Planner Senior Town Planner

    5 days ago

    Cambridge, United Kingdom TipTopJob Full time

    Town Planner Senior Town Planner Join to apply for the Town Planner Senior Town Planner role at TipTopJob. Planner / Senior Planner Location: Cambridge The Opportunity Are you an ambitious Town Planning professional with residential experience looking to take the next step in your career? Penguin Recruitment is delighted to be working with a highly regarded...

  • Financial Advisor

    6 days ago

    Cambridge, Cambridgeshire, United Kingdom Tate Recruitment Full time

    Financial AdvisorLocation:Cambridge / Saffron Walden area (Hybrid Working)Salary:Very Competitive + Bonus + BenefitsContract Type:Full-Time / PermanentAbout the RoleAre you a highly motivated Financial Advisor with a passion for delivering exceptional client outcomes? Our client is seeking aChartered Financial Planner (Level 6)or someone very close to...

  • Production Planner

    1 day ago

    Cambridge, United Kingdom Cranleigh Scientific Full time

    **Production Planner** A global leader in the manufacturing of advance materials is currently seeking a Production Planner to join its team at their Cambridgeshire facility. As a key member of the group you will have the following responsibilities: Production Planner Responsibilities: - Provide operations with a short term MPS consistent with customer...

  • Financial Planning Administrator

    5 days ago

    Cambridge, United Kingdom Simpson Judge Ltd Full time

    I am searching for someone to fill the role of a Financial Planning Administrator to be a part of the private client Business Support Team, you will primarily be responsible for delivering high standard, proactive administrative support to the adviser team, working alongside the Paraplanning team, to ensure an efficient and excellent client customer...

  • Town Planner | Senior Town Planner

    5 days ago

    Cambridge, United Kingdom Penguin Recruitment Ltd Full time

    Overview Planner / Senior PlannerLocation: Cambridge The Opportunity Are you an ambitious Town Planning professional with residential experience looking to take the next step in your career? Penguin Recruitment is delighted to be working with a highly regarded multidisciplinary consultancy that is seeking a Planner or Senior Planner to join their successful...

  • Financial Planning Administrator

    5 days ago

    Cambridge, United Kingdom Simpson Judge Ltd Full time

    I am searching for someone to fill the role of a Financial Planning Administrator to be a part of the private client Business Support Team, you will primarily be responsible for delivering high standard, proactive administrative support to the adviser team,working alongside the Paraplanning team, to ensure an efficient and excellent client customer...

  • Associate Financial Planner

    3 days ago

    Cambridge, United Kingdom Ortus PSR Full time

    We are looking for associate advisers who aspire to become a leading financial adviser and thrive on making a positive impact on people’s lives. You will be working with a team of highly experienced Advisers out of their Cambridge office 2 days week depending on appointments etc. You will be working with an IFA firm that has the support structure in...