At a Glance
- Tasks: Build lasting client relationships and manage an established portfolio in a face-to-face role.
- Company: Reputable wealth management firm focused on personal client connections.
- Benefits: Competitive salary, remote work, commission from day one, and full paraplanning support.
- Other info: Flexible home-based working with ongoing lead generation and fast-track support towards CAS.
- Why this job: Join a growing team and make a real impact with loyal clients in Cambridgeshire.
- Qualifications: Chartered Financial Planner status and 2-3 years of financial planning experience.
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) employer: Financial Divisions
Join a forward-thinking wealth management firm that prioritises meaningful, face-to-face client relationships in the picturesque Cambridgeshire area. With a strong emphasis on employee growth, you will benefit from a supportive work culture, including full paraplanning assistance and a steady stream of qualified leads, all while enjoying the flexibility of home-based working. This role not only offers competitive earnings from day one but also the unique opportunity to manage an established client base, making it an ideal environment for dedicated financial advisers looking to make a real impact.
