We are looking for a Chartered Financial Adviser to take on a unique, relationship-led role covering the Cambridgeshire area.
Why is this role different?
The opportunity has been created by growth, but more importantly, by succession planning. The London-based Managing Director of this wealth management firm currently advises over 100 loyal, established clients across Cambridgeshire, built entirely on face-to-face trust. He now needs a dedicated local adviser to transition these relationships. We are looking for someone who shares the belief that real, lasting client relationships are built in person, not via a screen.
How it works
- First 6 months: focus on new business. Commission earnings from day one with no validation period.
- From month 6, you’ll be handed the MD’s existing client base of 100+ clients to manage and service locally.
- Ongoing: a steady stream of additional qualified leads through their internal marketing team.
- Support: a full in-house paraplanning team, so you can more intently focus on your clients.
- Flexibility: Home-based working
What we’re looking for
- Chartered Financial Planner status
- 2–3 years’ experience in financial planning/advice.
- If you’re not yet at Competent Adviser Status (CAS), there is support to fast-track toward it.
- A genuine belief in face-to-face client relationships and the trust they build
- Based in or around Cambridgeshire, with travel to London once a month.
What’s on offer
- £50,000 – £70,000 DOE
- Remote-based role with real autonomy
- An established client bank is waiting for the right person
- Day-one commission earning potential
- Full paraplanning support
- Ongoing lead generation from an internal marketing team
- Fast-track support towards CAS
We would very much welcome a confidential conversation.
All enquiries handled with complete discretion.
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