Senior Wealth Planner IFA - Cambridge - Salary up to £75,000 + Benefits/Bonuses

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Inherited HNW Client Bank | Full Paraplanning & Admin Support | Long-Term Career Growth Are you an experienced Wealth Planner or IFA ready to step into a role where you can truly thrive? Would you like to inherit a well-established portfolio of loyal, high-net-worth clients and be part of a firm known for nurturing talent and supporting long-term career success? If so, this is your chance to join a respected, client-first wealth management firm with a reputation for excellence and ethical advice. 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’ll 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 d...
Location:
Cambridge
Salary:
£70,000 - £75,000 per annum
Category:
Management & Consultancy

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