At a Glance
- Tasks: Provide expert financial advice and manage client relationships in a supportive environment.
- Company: Established financial planning business with a strong reputation in Cambridge.
- Benefits: Competitive salary, bonus structure, full paraplanning support, and established client bank.
- Other info: Opportunity for long-term growth and sustainable client outcomes.
- Why this job: Join a growing firm with a clear path to significant portfolio management and client success.
- Qualifications: Experience as a financial adviser with strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
Cambridge (Office-Based / Hybrid Available) Competitive Basic Salary + Bonus + Full Paraplanning Support + Lead Flow Established Client Bank | Strong Inbound Lead Generation | Clear Path to £1m+ AUM Portfolios
An excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and growing financial planning business based in Cambridge, covering clients across Cambridge and Peterborough. This is a rare opportunity to step into a business where the Managing Director is preparing to transition approximately 140 established client households, creating a significant platform for an adviser who is both commercially driven and relationship-focused.
The firm works with a well-segmented client base, typically split into three core groups:
- £250,000 – £500,000
- £500,000 – £1,000,000
- £1,000,000+
This provides an excellent opportunity to work with high-quality clients across a broad range of wealth levels, with strong potential to build long-term recurring revenue.
The Opportunity: This role is structured to ensure long-term success and sustainable client outcomes. For the first six months, you will focus on embedding yourself within the business, understanding processes, building relationships with the internal team and developing a strong understanding of the existing client portfolio.
