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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Join a respected wealth management firm known for ethical advice and nurturing talent.
- Benefits: Enjoy a salary up to £70,000, full support, and ongoing professional development.
- Why this job: This role offers career growth, client-first culture, and the chance to make a real impact.
- Qualifications: Proven success in wealth management and Level 6/Chartered Financial Planning qualifications required.
- Other info: Inherit an established client bank and focus on client care, not paperwork.
The predicted salary is between 42000 - 98000 £ per year.
Inherited HNW Client Bank | Full Paraplanning & Admin Support | Long-Term Career Growth
Are you an experienced Wealth Planner or IFA ready to step into a role where you can truly thrive? Would you like to inherit a well-established portfolio of loyal, high-net-worth clients and be part of a firm known for nurturing talent and supporting long-term career success? If so, this is your chance to join a respected, client-first wealth management firm with a reputation for excellence and ethical advice.
The Opportunity:
As a Senior Wealth Planner / Financial Advisor, you will take ownership of an existing book of HNW clients, building deep, lasting relationships while delivering holistic, whole-of-market financial solutions across investments, pensions, tax, and estate planning. You’ll be backed by full paraplanning and administrative support, freeing you to focus on client care and strategic growth. Working alongside a highly collaborative team, you’ll benefit from a clear, structured path for professional development and progression.
Your Key Responsibilities:
- Manage and grow a prestigious portfolio of HNW and long-standing clients.
- Deliver bespoke, client-centric financial advice with the highest ethical standards.
- Build new business opportunities through referrals and professional partnerships.
- Collaborate with dedicated paraplanners and admin staff for seamless client service.
- Stay ahead of industry trends and ensure advice aligns with client goals and regulations.
What We’re Looking For:
- Proven success in wealth management, advising HNW individuals and families.
- A client-first mindset with strong relationship-building skills.
- Track record of ethical, tailored financial advice.
- Level 6/Chartered Financial Planning qualifications (or working towards).
- Ambition to grow, develop, and contribute to a collaborative team culture.
What’s on Offer:
- Inherited, established bank of high-net-worth clients.
- Salary up to £70,000 (DOE) plus competitive benefits.
- Full paraplanning and administrative support—focus on advice, not paperwork.
- Ongoing professional development with a clear progression path.
- Work with a respected firm that invests in its people and puts clients at the centre.
Ready to take your career to the next level with a firm that values your expertise and supports your growth? Apply now by sending your CV and contact details to Ryan at Financial Divisions.
Senior Wealth Planner/ Independent Financial Advisor - Cambridge - up to £70,000 + Benefits/Bonuses employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner/ Independent Financial Advisor - Cambridge - up to £70,000 + Benefits/Bonuses
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth clients. Attend industry events or seminars in Cambridge to make connections that could lead to referrals or insights about the firm.
✨Tip Number 2
Research the firm’s values and client approach thoroughly. Understanding their client-first philosophy will help you align your discussions during interviews and demonstrate how your experience matches their expectations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed HNW clients in the past. Highlight your relationship-building skills and any ethical dilemmas you've navigated to showcase your suitability for this role.
✨Tip Number 4
Stay updated on current trends in wealth management, particularly those affecting HNW individuals. Being knowledgeable about recent changes in regulations or market conditions can set you apart as a candidate who is proactive and informed.
We think you need these skills to ace Senior Wealth Planner/ Independent Financial Advisor - Cambridge - up to £70,000 + Benefits/Bonuses
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, particularly with high-net-worth clients. Emphasise your relationship-building skills and any relevant qualifications, such as Level 6 or Chartered Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-first mindset and your track record of providing ethical, tailored financial advice. Mention your ambition to grow within a collaborative team culture and how you can contribute to the firm's success.
Highlight Relevant Experience: In your application, detail specific examples of how you've managed and grown client portfolios in the past. Discuss any successful strategies you've implemented that align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial in the wealth management industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client-Centric Approach
During the interview, emphasise your experience in building strong relationships with high-net-worth clients. Share specific examples of how you've tailored financial advice to meet their unique needs, demonstrating your commitment to a client-first mindset.
✨Highlight Your Ethical Standards
Given the firm's reputation for ethical advice, be prepared to discuss your approach to maintaining high ethical standards in wealth management. Provide examples of situations where you prioritised ethics over profit, showcasing your integrity and professionalism.
✨Demonstrate Industry Knowledge
Stay updated on current trends in wealth management and be ready to discuss how these trends can impact clients' financial strategies. This will show your proactive approach and commitment to providing informed, relevant advice.
✨Express Your Ambition for Growth
The firm values long-term career growth, so convey your ambition and desire to develop within the role. Discuss your professional development goals and how you plan to contribute to the team's success, aligning your aspirations with the company's vision.
