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Independent financial advisor

Cambridge
Freelance
Financial Divisions
Independent financial advisor
Posted: 17 June
Offer description

Ready to Step Up from Paraplanner to Financial Adviser? Manage an Established Client Bank | £55,000–£70,000 Bonuses | Hybrid | Cambridge Are you a Diploma-qualified Paraplanner or an experienced Financial Adviser looking for a role where you can inherit a loyal client base, develop trusted relationships, and provide truly holistic financial advice —without the pressure of cold business development? This is a rare and exciting opportunity to join a highly regarded, client-centric wealth management firm in Cambridge that’s built a strong reputation over the last decade. With continued growth and the upcoming retirement of a long-standing Adviser, we’re now looking for a committed professional to step into this client-facing role. What’s on Offer: Take over an existing client bank —working alongside the incumbent Adviser for 12–18 months to ensure a seamless handover. Serve a portfolio of high-earning professionals, retirees, and accumulators. Deliver advice across investments, pensions, protection, trusts, and estate planning. Enjoy a fully hybrid working model —with flexibility and freedom to manage your own schedule. Generous base salary of £55k–£70k, plus a strong bonus structure and excellent benefits. Long-term career development support, including technical upskilling where needed. What We’re Looking For: Level 4 Diploma qualified (or higher) At least 3 years’ experience in private client wealth management Strong relationship-building skills and a passion for providing quality, transparent financial advice A natural communicator who thrives on maintaining long-term client trust and continuity If you’re ready to move into an Adviser role with real support, long-term security, and a client-first culture, we’d love to hear from you. To find out more or apply in confidence, email your CV to Ryan Wootten at Financial Divisions: ryan@financialdivisions.co.uk

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