Financial Planner (Team Leader)
Salary
70,000 - 90,000
Location
Cambridge
Job Type
Full Time|Work From Home
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Job Title: Financial Planner (Team Leader)
Industry: Wealth Management
Location: Cambridge
Salary: £70,000 – £90,000
Job Reference: 15037
Are you an experienced Financial Planner who enjoys leading a team?
Do you have a keen interest in Investments as part of Financial Planning?
If so, then we might have the perfect opportunity for youâ¦
Recruit UK are working with an award-winning regional Wealth Management firm in Cambridge that is looking for a Financial Planner to join their team, in an adviser/team leader role.
With a presence across London and the home counties, and a longstanding reputation for excellent client service this company continues to grow, providing expert Financial Advice and Investment Management to HNW/UHNW clients.
This role will give you the opportunity to develop and lead a team of junior advisers, whilst continuing to focus on private client advice. There is a big emphasis on Investment Management, so this company would suit an adviser who is passionate about investments.
What’s in it for you?
- Competitive salary up to £90,000 + bonus
- Attractive benefits package
- The excellent support structure (includes technical Paraplanning)
- Existing clients to manage
- Clear cut progression up to Director level
- Chartered Financial Planner status (CII, CISI or LIBF)
- Ability to provide complex financial advice to clients
- Track record developing professional connections
- A commitment to CDP
- Ability to lead junior members of staff
- Longevity in roles throughout a career
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.