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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering tailored financial advice.
- Company: Respected financial firm that prioritises client care and employee growth.
- Benefits: Salary up to £80,000, competitive benefits, and full support for your success.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: Experience in wealth management and strong relationship-building skills required.
- Other info: Enjoy ongoing professional development and a clear path for career progression.
The predicted salary is between 48000 - 80000 £ per year.
Overview
Salary up to £80,000 plus benefits/bonuses. Inherited HNW client bank with full paraplanning and admin support. Long-term career growth.
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&aposll 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 £80,000 (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 Sam at Financial Divisions.
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Senior Wealth Planner Independent Financial Advisor Cambridge, Up to £80,000 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 Advisor Cambridge, Up to £80,000
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in wealth planning. Whether it's a blog post or a video, sharing insights can position you as a thought leader and attract potential clients or employers.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your responses to reflect their values and demonstrate how you can contribute to their success. Remember, it’s all about showing them why you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Senior Wealth Planner Independent Financial Advisor Cambridge, Up to £80,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Wealth Planner role. Highlight your success in wealth management and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-first mindset and relationship-building skills. Tell us why you’re passionate about delivering bespoke financial advice.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements in previous roles. We love to see how you've made a difference for HNW clients and contributed to team success.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 company typically works with. Understanding their needs and preferences will help you demonstrate your ability to build strong relationships and provide tailored financial advice.
✨Showcase Your Expertise
Be prepared to discuss your previous experience in wealth management, especially any success stories involving HNW individuals. Highlight your qualifications and how they align with the role, as well as your commitment to ethical standards in financial planning.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about the firm's approach to client care or how they support professional development. Asking thoughtful questions shows your genuine interest in the role and the company.
✨Demonstrate Team Spirit
Since the role involves collaboration with paraplanners and admin staff, be ready to discuss how you’ve successfully worked in teams before. Share examples that highlight your ability to contribute to a positive team culture while focusing on client outcomes.
