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For Companies At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients, delivering bespoke financial advice.
- Company: Join a respected wealth management firm known for its client-first approach and ethical practices.
- Benefits: Earn up to £70,000 plus bonuses, with full support for your career growth.
- Why this job: Step into a ready-made client base and focus on meaningful financial planning.
- Qualifications: Experienced Financial Adviser with a track record in advising high-net-worth individuals.
- Other info: Enjoy structured career progression in a collaborative, values-driven culture.
The predicted salary is between 60000 - 84000 £ per year.
Overview
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
- 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 27;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
#J-18808-Ljbffr
Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 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 / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. Building relationships can lead to referrals and new opportunities that you might not find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about wealth planning. This not only positions you as a thought leader but also attracts potential clients and employers who value your knowledge.
✨Tip Number 3
Leverage your existing connections! Reach out to past clients or colleagues and let them know you’re looking for new opportunities. They might have leads or know someone who’s hiring, especially in the wealth management space.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic platform where you can find roles tailored to your skills. Plus, it shows you’re serious about joining a firm that values client-first approaches just like we do.
We think you need these skills to ace Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience with high-net-worth clients and showcases your relationship-building skills. We want to see how you've delivered bespoke advice in the past, so highlight those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about ethical financial planning and how you align with our client-first approach. Let us know what excites you about this role!
Showcase Your Qualifications: Don’t forget to mention your Diploma Level 6 or Chartered Financial Planner status (or progress towards it). We value continuous learning, so let us know how you're keeping up with market changes and regulations.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Clients
Before the interview, take some time to research the types of high-net-worth clients the firm typically works with. Understand their needs and how you can provide bespoke advice across investments, pensions, tax, and estate planning. This will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role emphasises a client-first approach, be prepared to discuss your past experiences in building and maintaining strong client relationships. Share specific examples of how you've nurtured client trust and delivered ethical financial advice, as this aligns perfectly with the firm's values.
✨Demonstrate Your Industry Knowledge
Stay updated on market trends, product changes, and regulatory updates relevant to wealth management. During the interview, confidently discuss recent developments in the industry and how they might impact high-net-worth clients. This will highlight your commitment to providing informed and strategic advice.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, support systems, and career progression opportunities. This not only shows your interest in the role but also helps you assess if the firm is the right fit for your ambitions and values.
