Chartered Financial Planner

An outstanding opportunity has arisen for a high-calibre financial planning professional to join a highly regarded, planning-led wealth management firm.This role is ideal for a Chartered Adviser, or an ambitious individual close to achieving Chartered status, who is looking to step into a client-facing position working with high-net-worth individuals. You may currently be an Adviser, Senior Paraplanner, or Assistant Adviser ready to take the next step in your career.The OpportunityYou will initially work alongside a Senior Chartered Adviser, supporting and gradually taking ownership of an established portfolio of clients. There is no requirement to bring clients, as relationships will be provided and transitioned to you over time.Following induction, you will become a key member of the Advice Team, delivering high-quality, holistic financial planning to HNW clients with complex needs.The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours.Key ResponsibilitiesProvide holistic financial planning advice to high-net-worth clientsBuild and maintain long-term, trust-based client relationshipsDeliver cashflow modelling and tailored financial strategiesWork collaboratively with paraplanning and client support teamsGradually assume responsibility for an existing client bankMaintain high standards of compliance and client serviceAbout YouWe are seeking individuals who combine strong technical capability with exceptional ..... full job details .....