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Financial Planner

  • Salary: £35000 - £40000 per annum
  • Location: Cambridge, Cambridgeshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 28906

This is an excellent opportunity to join the financial planning team of a leading independent wealth management firm, with offices in Cambridge and Norwich. To be successful in this role, you will be self-motivated and hardworking, looking for a fulfilling career and not just a job, with an analytical mind and strong attention to detail.

Key Skills and Knowledge

  • Appropriate technical knowledge and qualification required for the role
  • Detailed knowledge of the firms compliance procedures including record keeping requirements
  • Provision of advice to clients in a compliant manner
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent inter-personal skills, both written and verbal
  • Qualifications: Diploma (level 4)


  • Compliance with the Financial Services and Markets Act 2000 and the relevant FSA rules at all times
  • Compliance with the relevant Compliance, TCF, T&C, financial crime and Anti-Money Laundering procedures of the firm at all times
  • Keep up to date with all relevant products, legislation and technical changes
  • Prospect/contact potential clients
  • Ensure that sufficient client information is collected and analysed
  • Undertake sufficient market and product research
  • Ensure suitable recommendations are made
  • Ensure that all records and supporting documents are recorded and maintained
  • Attain and maintain an adequate level of competence as required by the firm
  • Maintain all standards of performance as required by the firm
  • Ensure relevant CPD is maintained and recorded accurately

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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