• Location:

    Cambridge, Cambridgeshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Samuel Moss

  • Contact email:


  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:

    13/02/2020 16:39:41

Employed IFA role with substantial client bank to inherit, Cambridge, £40k-£70k plus bonus + benefits

The Company:

You will be joining a highly regarded National Financial Planning practice with a fantastic reputation and vast network of Private and Corporate relationships established across over 20 years of providing Financial Advice.

The Opportunity:

Owing to a successful year, during which the business have reviewed their Financial Planning service across the board and universally rolled out a cashflow modelling approach with a view to focusing on whole of life planning, there has been significant growth which presents the opportunity for an experienced Financial Planner to join the business and inherit a significant existing client bank, generating approximately £120,000 of recurring fee income, all of which will immediately contribute towards salary validation and the Financial Planning bonus scheme. As well as this, 20 years worth of legacy clients and professional connections, and a very successful business model that provides internal referrals from the Corporate Advice arm of the business mean there is huge opportunity here for the right Financial Planner to tuck in to.

The Individual:

The successful applicant will have a proven, successful track record in a Financial Planning role and ideally with cashflow modelling experience. Chartered Status is not a requirement but would be an advantage, a desire to achieve Chartered Status in the future through the support of the business however is a prerequisite.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.