Chartered Financial Planner

Dartington Wealth Management Ltd; Cambridge; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading company in Cambridge is seeking a Chartered Financial Planner to deliver tailored financial planning services. The role involves advising clients on investments and retirement plans, requiring strong analytical skills and excellent communication. Join a dynamic team focused on client well-being with provided client leads.

Qualifications

• Minimum of 5 years experience required.
• Ability to manage multiple client relationships.

Responsibilities

• Provide comprehensive financial planning services.
• Advise clients on financial arrangements and investment plans.
• Collaborate with support team and clients’ solicitors.

Skills

Financial Planning

Personal Financial Planning

Analytical Skills

Problem Solving

Communication

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

Executive Chairman at Dartington Wealth Management Ltd

Company Description

Dartington Wealth Management Ltd is a firm of Chartered Financial Planners and Wealth Managers providing impartial, fee-based advice to private individuals, employers, and trustees in and around Cambridge and Letchworth. We collaborate with other professional advisers, including solicitors and accountants, delivering imaginative and bespoke solutions to our clients.

Role Description

This is a full-time role for a Chartered Financial Planner located in Cambridge. The Chartered Financial Planner will be responsible for providing comprehensive financial planning services, advising clients on their financial arrangements, creating and implementing retirement and investment plans, and ensuring clients' financial well-being. This role requires close collaboration with the support team, paraplanners, and clients’ solicitors and accountants to deliver cohesive financial strategies. CLIENTS TO SERVICE AND NEW BUSINESS ENQUIRIES WILL BE PROVIDED BY THE FIRM.

Qualifications

• A minimum of 5 years experience
• Skills in Financial Planning and Personal Financial Planning
• Experience in Investment and Retirement Planning
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to work independently and manage multiple client relationships
• Bachelor's degree in Finance, Economics, or a related field is preferred

If you are looking for a new and exciting challenge, please send your CV and a covering letter of introduction to Malcolm Coury at [e-mail].

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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