Chartered Financial Planner

JR United Kingdom; 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 comprehensive financial planning services. The role involves advising clients on their financial arrangements, creating investment and retirement plans, and collaborating closely with a support team and clients' advisors. Candidates should possess a minimum of 5 years of experience and a relevant degree, with strong analytical and communication skills.

Qualifications

• Minimum of 5 years experience in financial planning.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Provide comprehensive financial planning services.
• Advise clients on financial arrangements and implement plans.
• Collaborate with support team and clients' advisors.

Skills

Financial Planning

Personal Financial Planning

Investment Planning

Retirement Planning

Analytical Skills

Problem Solving

Communication Skills

Education

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

Job description

Social network you want to login/join with:

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 in the first instance: [emailprotected]