Financial Divisions are currently working with a leading UK accountancy firm looking to expand their Financial Planning arm by adding a Financial Planner to their team in Cambridge.
As Financial Planner you will be responsible for working with the firm’s private clients and entrepreneurs in the management of the personal and family financial positions across pensions, trusts, investments, estate planning and inheritance tax planning. You will receive leads from the accountancy, tax and corporate finance areas of the business and will also be tasked with personally developing a client bank through business development and networking activities.
As Financial Planner you will ideally be Chartered, Level 6 status with a wealth of experience to bring to a new role. You will have strong experience across various financial products and strong client facing experience whilst effectively managing a support team.
For immediate consideration for this Financial Planner opportunity please forward your CV to John Whitehead