Chartered Financial Planner - Cambridge/Hybrid - Up to £85,000 £15k Bonus

Inherit a Loyal Client Bank Are you an experienced Chartered Financial Planner , Independent Financial Adviser (IFA) , or Wealth Manager looking for a high-quality client handover and a stable platform to build long-term relationships—without the pressure of aggressive business development? This is a rare and compelling opportunity to join a highly respected, independent wealth management firm based in Cambridge , known for its client-first approach, long-standing reputation, and high levels of client retention. With the planned retirement of a senior Financial Adviser, you’ll step into a warm, fully established client bank and benefit from a structured, 18-month handover process. The outgoing Adviser will work closely with you to ensure a smooth transition and maintain continuity with valued clients. ?? Role Highlights: Take over a loyal, well-maintained client bank of HNW individuals, professionals, and retirees. Benefit from a structured 12-18 month client handover and mentoring from the retiring Adviser. Deliver truly independent financial advice across pensions, investments, tax planning, estate planning, and protection. Work in a hybrid model —balance office presence with home-based flexibility. Base salary up to £85,000 plus £15,000 annual bonus potential and excellent long-term incentives. Join a stable, growing firm with a clear succession plan and long-term security . ?? Ideal Candidate Profile: Chartered Financial Planner , or very close to achieving Chartered status. Minimum 5 years’ experience as a Wealth Manager , IFA , or Financial Adviser within a private client environment. Exceptional client relationship skills with a consultative, ethical, and holistic advisory style. Comfortable advising across a full spectrum of financial planning needs. Motivated by continuity, service excellence, and long-term client outcomes—not sales targets. If you're a seasoned Financial Adviser or Wealth Planner ready to take the reins of a well-cared-for client portfolio and thrive in a supportive, independent firm, we’d love to speak with you. ?? Apply in confidence by sending your CV to Ryan Wootten at Financial Divisions

Location: Cambridge, Cambridgeshire, GB

Posted Date: 7/16/2025