At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients, providing bespoke financial advice.
- Company: Join a respected, client-first wealth management firm known for trust and long-term success.
- Benefits: Enjoy a salary up to £70,000, bonuses, and full support for your career growth.
- Other info: Collaborative culture with structured career progression and professional development opportunities.
- Why this job: Step into a ready-made client base and focus on meaningful financial planning without chasing leads.
- Qualifications: Must have experience as a Financial Adviser and a Diploma Level 6 or equivalent.
The predicted salary is between 42000 - 98000 £ per year.
Job Description
Inherited HNW Client Bank
Full Paraplanning & Admin Support
Step Into a Role with Clients Waiting for You
Tired of chasing leads? This opportunity gives you an established portfolio of high-net-worth clients, ready to be nurtured. You’ll join a Chartered, client-first wealth management firm that’s built its reputation on trust, referrals, and long-term success — not product pushing.
This is your chance to do real financial planning: holistic, ethical advice delivered to loyal clients who value your expertise. With paraplanning and admin support built in, you can focus on relationships, strategy, and growing your career.
The Role
As a Senior Wealth Planner / Independent Financial Adviser, you’ll:
- Manage and develop an inherited book of HNW clients
- Deliver bespoke advice across investments, pensions, tax & estate planning
- Build new opportunities through referrals and professional partnerships
- Collaborate with paraplanners and support staff for seamless client service
- Keep ahead of market, product, and regulatory changes
About You
- Experienced Financial Adviser/Wealth Planner with a track record of success
- Skilled in advising high-net-worth individuals and families
- Strong relationship-builder with a client-first approach
- Diploma Level 6 or Chartered Financial Planner (or working towards)
- Ethical, ambitious, and team-focused
What’s On Offer
- Salary up to £70,000 benefits bonuses
- Realistic earnings uplift via established client revenues
- An inherited HNW client bank — no cold-start required
- Full paraplanning & admin support
- Structured career progression & professional development
- A respected firm with a collaborative, values-driven culture
Apply Today
If you’re an ambitious Wealth Planner who wants to step into a ready-made client base and grow your career in a supportive, high-performing firm — we want to hear from you.
Apply now by sending your CV to Ryan at FInancial Divisions
Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses employer: Financial Divisions
Join a prestigious Chartered wealth management firm in Cambridge, where you can thrive as a Senior Wealth Planner with an established portfolio of high-net-worth clients. Enjoy a collaborative and values-driven culture that prioritises ethical financial planning, alongside comprehensive paraplanning and admin support to help you focus on building meaningful client relationships. With structured career progression and professional development opportunities, this is an excellent employer for those looking to make a significant impact in their field.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses
✨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 Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses
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.
