Chartered Financial Planner

🌟 Chartered Financial Planner Opportunity – Inherit a Loyal Client Bank | Up to £85,000 + £15k Bonus | Hybrid | Cambridge

Are you an experienced Chartered Financial Planner, Independent Financial Adviser (IFA), or Wealth Manager looking for a high-quality client handover and a stable platform to build long-term relationships—without the pressure of aggressive business development?

This is a rare and compelling opportunity to join a highly respected, independent wealth management firm based in Cambridge, known for its client-first approach, long-standing reputation, and high levels of client retention.

With the planned retirement of a senior Financial Adviser, you’ll step into a warm, fully established client bank and benefit from a structured, 18-month handover process. The outgoing Adviser will work closely with you to ensure a smooth transition and maintain continuity with valued clients.

🔑 Role Highlights:

• Take over a loyal, well-maintained client bank of HNW individuals, professionals, and retirees.
• Benefit from a structured 12–18 month client handover and mentoring from the retiring Adviser.
• Deliver truly independent financial advice across pensions, investments, tax planning, estate planning, and protection.
• Work in a hybrid model—balance office presence with home-based flexibility.
• Base salary up to £85,000 plus £15,000+ annual bonus potential and excellent long-term incentives.
• Join a stable, growing firm with a clear succession plan and long-term security.

🔍 Ideal Candidate Profile:

• Chartered Financial Planner, or very close to achieving Chartered status.
• Minimum 5+ years’ experience as a Wealth Manager, IFA, or Financial Adviser within a private client environment.
• Exceptional client relationship skills with a consultative, ethical, and holistic advisory style.
• Comfortable advising across a full spectrum of financial planning needs.
• Motivated by continuity, service excellence, and long-term client outcomes—not sales targets.

If you're a seasoned Financial Adviser or Wealth Planner ready to take the reins of a well-cared-for client portfolio and thrive in a supportive, independent firm, we’d love to speak with you.

📩 Apply in confidence by sending your CV to Ryan Wootten at Financial Divisions:

📧 ryan@financialdivisions.co.uk