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- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Join a respected wealth management firm known for ethical advice and nurturing talent.
- Benefits: Enjoy a salary up to £75,000, full support, and ongoing professional development.
- Other info: Inherit an established client bank and focus on client care, not paperwork.
- Why this job: This role offers career growth, client-first culture, and the chance to make a real impact.
- Qualifications: Proven success in wealth management and Level 6/Chartered Financial Planning qualifications required.
The predicted salary is between 45000 - 75000 £ per year.
Job Description
Inherited HNW Client Bank | Full Paraplanning & Admin Support | Long-Term Career Growth
Are you an experienced Wealth Planner or IFA ready to step into a role where you can truly thrive? Would you like to inherit a well-established portfolio of loyal, high-net-worth clients and be part of a firm known for nurturing talent and supporting long-term career success? If so, this is your chance to join a respected, client-first wealth management firm with a reputation for excellence and ethical advice.
The Opportunity:
As a Senior Wealth Planner / Financial Advisor, you will take ownership of an existing book of HNW clients, building deep, lasting relationships while delivering holistic, whole-of-market financial solutions across investments, pensions, tax, and estate planning. You’ll be backed by full paraplanning and administrative support, freeing you to focus on client care and strategic growth. Working alongside a highly collaborative team, you’ll benefit from a clear, structured path for professional development and progression.
Your Key Responsibilities:
• Manage and grow a prestigious portfolio of HNW and long-standing clients.
• Deliver bespoke, client-centric financial advice with the highest ethical standards.
• Build new business opportunities through referrals and professional partnerships.
• Collaborate with dedicated paraplanners and admin staff for seamless client service.
• Stay ahead of industry trends and ensure advice aligns with client goals and regulations.
What We’re Looking For:
• Proven success in wealth management, advising HNW individuals and families.
• A client-first mindset with strong relationship-building skills.
• Track record of ethical, tailored financial advice.
• Level 6/Chartered Financial Planning qualifications (or working towards).
• Ambition to grow, develop, and contribute to a collaborative team culture.
What’s on Offer:
• Inherited, established bank of high-net-worth clients.
• Salary up to £75,000 (DOE) plus competitive benefits.
• Full paraplanning and administrative support—focus on advice, not paperwork.
• Ongoing professional development with a clear progression path.
• Work with a respected firm that invests in its people and puts clients at the centre.
Ready to take your career to the next level with a firm that values your expertise and supports your growth?
Apply now by sending your CV and contact details to Ryan at Financial Divisions
Senior Wealth Planner IFA - Cambridge - Salary up to £75,000 + Benefits/Bonuses employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner IFA - Cambridge - Salary up to £75,000 + Benefits/Bonuses
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth clients. Attend industry events or seminars in Cambridge to make connections that could lead to referrals or insights about the firm.
✨Tip Number 2
Research the firm’s values and client approach thoroughly. Understanding their client-first philosophy will help you align your discussions and demonstrate how your experience and ethics match their expectations during any informal conversations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed HNW clients in the past. Highlight your relationship-building skills and any innovative financial solutions you've provided, as this will showcase your fit for the role.
✨Tip Number 4
Stay updated on current trends in wealth management and regulatory changes. Being knowledgeable about the latest developments will not only impress during discussions but also show your commitment to providing the best advice to clients.
We think you need these skills to ace Senior Wealth Planner IFA - Cambridge - Salary up to £75,000 + Benefits/Bonuses
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and your success with high-net-worth clients. Use specific examples to demonstrate your relationship-building skills and ethical financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-centric financial planning. Mention your qualifications, such as Level 6 or Chartered Financial Planning, and explain how you can contribute to the firm's collaborative culture.
Highlight Relevant Experience: In your application, emphasise your proven track record in managing HNW clients and delivering tailored financial solutions. Include any achievements that reflect your ability to grow and develop client relationships.
Showcase Professional Development: Mention any ongoing professional development or training you are pursuing. This demonstrates your ambition to grow within the industry and aligns with the firm's commitment to nurturing talent.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client-Centric Approach
Emphasise your experience in building strong relationships with high-net-worth clients. Be prepared to share specific examples of how you've tailored financial advice to meet individual client needs, demonstrating your commitment to a client-first mindset.
✨Highlight Your Ethical Standards
Discuss your track record of providing ethical and tailored financial advice. This role values integrity, so be ready to explain how you ensure compliance with regulations while still delivering exceptional service.
✨Demonstrate Industry Knowledge
Stay updated on current industry trends and be ready to discuss how these trends impact your clients' financial strategies. Showing that you are proactive about your professional development will resonate well with the interviewers.
✨Prepare for Collaborative Scenarios
Since the role involves working closely with paraplanners and admin staff, think of examples where you've successfully collaborated with others to enhance client service. This will illustrate your ability to work within a team-oriented environment.