Inherited High-Net-Worth Client Bank | Full Paraplanning & Admin Support | Career Progression

About the Firm - Private Wealth ManagementMy client is a leading Chartered Wealth Management firm delivering truly independent, bespoke financial advice to high-net-worth individuals, families, and business owners. With a reputation built on integrity, personal service, and multi-generational relationships, we pride ourselves on a client-first approach and a commitment to excellence.

As they continue to grow organically, they also invest in our people—offering a collaborative, supportive culture and clear career development opportunities.

The Role

My client is looking for a Financial Advisor / Senior Wealth Planner to join their Cambridge office and take over an established, loyal portfolio of HNW clients. This is a rare opportunity to step into a client-facing advisory role with ready-made relationships, full paraplanning and admin support, and the freedom to focus on what matters most—delivering high-quality, tailored financial advice.

Whether you're already Chartered or working toward it, this role is ideal for an advisor seeking a long-term career path with a respected, ethical firm.

Key Responsibilities

• Manage and grow a portfolio of high-net-worth clients
• Deliver holistic, independent advice across pensions, investments, tax, and estate planning
• Build long-term client relationships through trust, service, and results
• Identify new business opportunities via referrals and professional connections
• Collaborate closely with in-house paraplanners and administrators
• Stay up to date with industry developments, regulatory updates, and financial planning strategies

About You

• Proven experience in advising high-net-worth individuals
• Strong relationship-building and client communication skills
• Level 6 qualified (Chartered status) or actively working towards it
• Committed to ethical, client-first financial advice
• Proactive, collaborative, and driven to develop professionally

What’s on Offer

• Inherited portfolio of loyal HNW clients
• Salary up to £70,000 (depending on experience)
• Competitive bonus and benefits package
• Full paraplanning and admin support
• Hybrid working available
• A clear, supported path for professional development and progression
• A firm with a proven track record of investing in its team

Ready to Make a Move?If you’re an experienced advisor seeking a career-defining opportunity with a firm that values integrity, development, and long-term client care, I would love to hear from you.

?? Apply now by sending your CV to Samantha at Financial Divisions.