Chartered Financial Planner

ZipRecruiter; Cambridge; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in Cambridge seeks a Chartered Financial Planner to deliver bespoke financial planning services. The successful candidate will manage client relationships and work collaboratively with a team to implement effective financial strategies. This full-time role requires strong analytical skills and a proactive approach to client service.

Qualifications

• Chartered Financial Planner and/or Certified Financial Planner qualification required.
• Minimum of 5 years experience in financial planning.
• Strong analytical and problem-solving skills with excellent communication abilities.

Responsibilities

• Provide comprehensive financial planning services and advise clients on financial arrangements.
• Create and implement investment and retirement plans to ensure clients' financial well-being.
• Collaborate closely with paraplanners, support team, and clients' solicitors and accountants.

Skills

Financial Planning

Personal Financial Planning

Analytical Skills

Problem-Solving

Communication

Education

Bachelor's degree in Finance, Economics, or a related field

Job description

Job Description

Company Description

Dartington Wealth Management Ltd is a firm of Chartered Financial Planners and Wealth Managers providing impartial, -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

• Chartered Financial Planner and/or Certified Financial Planner qualification
• 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

If you are looking for a new and exciting challenge please send your CV and a covering letter of introduction to Malcolm Coury in the first instance: [e-mail]