At a Glance
- Tasks: Build lasting client relationships and manage a portfolio of over 100 established clients.
- Company: Reputable wealth management firm with a focus on personal connections.
- Benefits: Competitive salary, remote work, commission from day one, and full paraplanning support.
- Other info: Flexible home-based role with ongoing lead generation and fast-track support towards CAS.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Chartered Financial Planner status and 2-3 years of experience in financial advice.
The predicted salary is between 50000 - 70000 £ per year.
We are looking for a Chartered Financial Adviser to take on a unique, relationship-led role covering the Cambridgeshire area.
Why is this role different? The opportunity has been created by growth, but more importantly, by succession planning. The London-based Managing Director of this wealth management firm currently advises over 100 loyal, established clients across Cambridgeshire, built entirely on face-to-face trust. He now needs a dedicated local adviser to transition these relationships. We are looking for someone who shares the belief that real, lasting client relationships are built in person, not via a screen.
How it works:
- First 6 months: focus on new business. Commission earnings from day one with no validation period.
- From month 6, you'll be handed the MD's existing client base of 100+ clients to manage and service locally.
- Ongoing: a steady stream of additional qualified leads through their internal marketing team.
- Support: a full in-house paraplanning team, so you can more intently focus on your clients.
- Flexibility: Home-based working.
What we're looking for:
- Chartered Financial Planner status.
- 2–3 years' experience in financial planning/advice.
- If you're not yet at Competent Adviser Status (CAS), there is support to fast-track toward it.
- A genuine belief in face-to-face client relationships and the trust they build.
- Based in or around Cambridgeshire, with travel to London once a month.
What's on offer:
- £50,000 – £70,000 DOE.
- Remote-based role with real autonomy.
- An established client bank is waiting for the right person.
- Day-one commission earning potential.
- Full paraplanning support.
- Ongoing lead generation from an internal marketing team.
- Fast-track support towards CAS.
We would very much welcome a confidential conversation. All enquiries handled with complete discretion.
Financial Advisor (with Portfolio Included) in Cambridge employer: Financial Divisions
Join a forward-thinking wealth management firm that prioritises genuine client relationships and offers a unique opportunity for Chartered Financial Advisers in the Cambridgeshire area. With a strong focus on personal connections, you will benefit from an established client base, comprehensive support from an in-house paraplanning team, and the flexibility of home-based working. This role not only provides competitive earnings from day one but also fosters professional growth through ongoing lead generation and fast-track support towards Competent Adviser Status.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (with Portfolio Included) in Cambridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor (with Portfolio Included) in Cambridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
