Financial Planning Adminstrator

Company Description Dartington Wealth Management Ltd is a firm of Chartered Financial Planners and Wealth Managers providing impartial, fee-based advice to private individuals, employers and trustees in and around Cambridge and Letchworth. This is a full-time role for a Chartered Financial Planner located in Cambridge. The Chartered Financial Planner will be responsible for providing comprehensive financial planning services, advising clients on their financial arrangements, creating and implementing retirement and investment plans, and ensuring clients\’ financial well-being. This role requires close collaboration with the support team, paraplanners and clients’ solicitors and accountants to deliver cohesive financial strategies. Chartered Financial Planner and/or Certified Financial Planner qualification
Skills in Financial Planning and Personal Financial Planning
Experience in Investment and Retirement Planning
Bachelor\’s degree in Finance, Economics, or a related field is preferred