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- Tasks: Manage a loyal client bank and provide independent financial advice.
- Company: Join a respected wealth management firm in Cambridge with a client-first approach.
- Benefits: Enjoy a hybrid work model, competitive salary, and bonus potential.
- Why this job: Step into a stable role with a structured handover and long-term security.
- Qualifications: Must be a Chartered Financial Planner or close to achieving it with 5+ years' experience.
- Other info: Work closely with a retiring Adviser for a smooth transition.
The predicted salary is between 68000 - 102000 £ per year.
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.
- 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
Chartered Financial Planner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in or have connections to independent wealth management firms. Attend industry events, webinars, and local meetups to build relationships that could lead to referrals or insider information about job openings.
✨Tip Number 2
Research the firm thoroughly before applying. Understand their client base, values, and approach to financial planning. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients and how you've successfully managed long-term relationships. Be ready to share specific examples of how you've provided value through your advisory services, as this will resonate well with the firm's client-first philosophy.
✨Tip Number 4
Consider reaching out directly to the hiring manager or a senior adviser at the firm via LinkedIn. A personalised message expressing your interest in the role and highlighting your relevant experience can set you apart from other candidates and show your proactive approach.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Planner or similar roles. Emphasise your client relationship skills and any relevant qualifications, particularly your journey towards achieving Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your consultative approach. Mention your motivation for continuity and service excellence, aligning with the firm's values.
Highlight Relevant Experience: In your application, detail your experience in managing high-net-worth clients and your ability to provide independent financial advice across various areas such as pensions and tax planning.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and demonstrate your enthusiasm.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Relationship Skills
As a Chartered Financial Planner, your ability to build and maintain client relationships is crucial. Prepare examples of how you've successfully managed client portfolios in the past, focusing on your consultative and ethical approach.
✨Understand the Firm's Values
Research the wealth management firm’s client-first approach and reputation. Be ready to discuss how your values align with theirs and how you can contribute to their long-standing success and client retention.
✨Prepare for Technical Questions
Expect questions that assess your knowledge across pensions, investments, tax planning, and estate planning. Brush up on current regulations and best practices to demonstrate your expertise and confidence in these areas.
✨Emphasise Your Motivation for Long-Term Success
The role focuses on continuity and service excellence rather than aggressive sales targets. Be prepared to articulate your commitment to long-term client outcomes and how you plan to nurture the existing client bank.
