Senior Wealth Planner Independent Financial Advisor Cambridge, Up to £80,000

Financial Divisions; Cambridgeshire and Peterborough; On-site; GBP 68,000 - 80,000; Full time

Job summary

A financial services firm in Cambridgeshire is seeking a Senior Wealth Planner / Financial Advisor to manage a portfolio of high-net-worth clients. This role offers a competitive salary up to £80,000 and is supported by full paraplanning and administrative resources. Ideal candidates will have a successful track record in wealth management and strong relationship-building skills. Those with Level 6 Chartered Financial Planning qualifications are preferred.

Benefits

Salary up to £80,000

Full paraplanning and admin support

Ongoing professional development

Qualifications

• Proven success in wealth management with HNW clients.
• Strong relationship-building skills and a client-first mindset.
• Track record of providing tailored financial advice.

Responsibilities

• Manage and grow a prestigious portfolio of HNW clients.
• Deliver bespoke, client-centric financial advice.
• Collaborate with paraplanners for seamless client service.

Skills

Client relationship management

Wealth management

Ethical financial advice

Business development

Education

Level 6/Chartered Financial Planning qualifications

Job description

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.