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Financial Planner - Professional Services firm, Cambs/Lincs
Remote / Online - Candidates ideally in
Peterborough, Cambridgeshire, PE1, England, UK
Listed on 2025-12-30
Peterborough, Cambridgeshire, PE1, England, UK
Listing for:
BWD Search & Selection
Full Time, Remote/Work from Home
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Wealth Management, Accounting & Finance
Job Description & How to Apply Below
Director – Wealth Management
Contact:
James Woods – –
Rare opportunity to join the IFA arm of a Top 20 Accountancy Practice, due to a forthcoming retirement.
You will take over a client base of around 80 high-net-worth families in the Cambridgeshire/Lincolnshire region, providing holistic financial planning and growing the book through internal business opportunities.
The role offers a high degree of flexibility and can be entirely home-based, office-based, or a mix of the two.
Responsibilities- Manage and maintain a portfolio of approximately 80 high-net-worth families.
- Provide holistic financial planning services to clients.
- Grow the book through internal business opportunities.
- Suitable candidates are at, or near, Chartered Status.
This range is provided by BWD Search & Selection. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Seniority LevelMid‑Senior level
Employment TypeFull-time
Job FunctionFinance and Consulting
LocationCambridgeshire/Lincolnshire region, United Kingdom
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