Financial Planner - Cambridge | Established HNW + UHNW Client Bank | Hybrid Opportunity
Up to £65,000 basic + 30% bonus on recurring revenue!!!
Are you an experienced Financial Planner looking to step into a role with an immediate client bank and the backing of a well-established London-based wealth management firm?
We are recruiting for an Employed Financial Planner to take over and develop an existing portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in Cambridge.
About the Business
Our client is a highly regarded, London-headquartered wealth management firm with a strong reputation for delivering bespoke financial planning to HNW and UHNW individuals. The firm operates with a client-first philosophy, offering holistic advice across complex financial needs, supported by a robust central infrastructure including paraplanning, compliance, and administration.
Due to continued growth and strategic expansion, they are now looking to appoint a Financial Planner to manage and develop their established Cambridge client base.
The Role
* Take over and manage an established client bank of approximately 140 HNW/UHNW clients from day one.
* Deliver holistic financial planning advice across investments, pensions, tax planning, estate planning, and protection.
* Build long-term, trusted relationships with clients, providing ongoing advice and servicing.
* Identify opportunities to grow the existing client bank through referrals and additional client needs.
* Work closely with an experienced central team of paraplanners and administrators, allowing you to focus on advice and client relationships.
* Operate in a hybrid capacity, with flexibility to manage your diary between client meetings, home working, and occasional visits to the London office.
Financial Package & Benefits
* Competitive employed salary with performance-related bonus structure.
* Immediate access to a high-quality, revenue-generating client bank.
* Full paraplanning, administration, and compliance support.
* Hybrid working model offering flexibility and autonomy.
* Clear progression pathway within a growing, reputable wealth management firm.
* Ongoing professional development support, including support towards Chartered status if required.
Who We’re Looking For
* Level 4 Diploma qualified Financial Planner (minimum requirement).
* Proven experience advising HNW clients, ideally within a holistic financial planning environment.
* Strong technical knowledge across pensions, investments, and tax planning.
* Excellent relationship management skills with the ability to manage and retain high-value clients.
* Ambitious and professional individual looking to join a high-quality advice firm with long-term career prospects.
* Chartered status or working towards Chartered is advantageous.
This is a rare opportunity to inherit a well-established HNW/UHNW client bank while benefiting from the stability of an employed role and the support of a highly respected wealth management firm.
For more information please reach out to Tom Roberts at tom.roberts@idexconsulting.com for more information.