Senior Wealth Planner / Independent Financial Adviser - Cambridge - £70,000 Benefits & Bonuses

Financial Divisions; Cambridgeshire and Peterborough; On-site; GBP 59,000 - 70,000; Full time

Job summary

A wealth management firm in the UK is seeking an experienced Financial Adviser to manage an inherited portfolio of high-net-worth clients. You will deliver personalized advice and focus on building strong client relationships. Candidates should have a track record in financial planning and work towards Diploma Level 6 or Chartered Financial Planner. The position offers a salary up to £70,000 with benefits and bonuses, along with full paraplanning and administrative support.

Benefits

Structured career progression

Full paraplanning & admin support

Collaborative culture

Qualifications

• Experience as a Financial Adviser/Wealth Planner.
• Skilled in advising high-net-worth individuals and families.
• Strong relationship-building abilities.

Responsibilities

• Manage and develop an inherited book of HNW clients.
• Deliver bespoke advice across investments, pensions, and tax.
• Collaborate with paraplanners for seamless client service.

Skills

Client relationship management

Financial advisory expertise

Strategic planning

Education

Diploma Level 6 or Chartered Financial Planner

Job description

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