Full job descriptionIndependent Financial Adviser
Cambridgeshire | £55,000 - £65,000 Basic + Bonus + Client Bank
An established and highly respected Chartered Financial Planning practice is seeking an experienced Financial Adviser to join its growing team.
This is an excellent opportunity for an adviser who can quickly integrate into a supportive environment, whether bringing an existing client following or looking to inherit and develop relationships from an existing client bank.
The firm operates a collaborative advice model, with every adviser supported by dedicated Paraplanning, Client Account Management and Administrative teams, allowing you to spend more time with clients and less time on process.
The Opportunity
You’ll provide holistic financial planning advice to retail clients, with the opportunity to work across both wealth management and employee benefits. The business maintains a strong reputation for delivering high-quality, client-centric advice and is committed to professional development, with advisers actively encouraged to progress towards Chartered status.
Key Requirements
*Level 4 Diploma qualified as a minimum
*Working towards Chartered status (preferred)
*Experience providing holistic financial planning advice
*Ability to develop and maintain long-term client relationships
*Experience across retail clients and/or employee benefits advantageous
Investment Proposition
The firm benefits from an established in-house investment capability and offers:
*Centralised investment proposition
*Whole of Market portfolios
*Ethical portfolio solutions
*Passive investment strategies
*Dedicated investment support
Salary & Bonus
*Basic salary: £55,000 - £65,000 (negotiable depending on experience and qualifications)
*Existing clients available
*Performance-related bonus scheme
Bonus opportunities are linked to:
*New business fee generation
*Recurring income growth
*Achievement of agreed KPIs
*Governance and quality standards
This structure offers a genuine opportunity to materially increase earnings whilst maintaining high advice standards.
Benefits Package
*Matched pension contributions up to 5%
*Group Income Protection covering 75% of salary after 13 weeks
*Death in Service benefit of 4x salary
*20 days annual leave plus bank holidays, increasing to 23 days over 3 years.
*Birthday off each year
*Additional 3 paid days leave between Christmas and New Year
*4pm finish on Fridays
*Hybrid working available following probation
*Paid CII membership
*Exam support and study materials
*One paid study day per exam plus exam day leave
Culture & Environment
The business prides itself on maintaining a supportive, close-knit culture, with regular company events, charitable initiatives and community sponsorship activities throughout the year.
You’ll be joining a firm that values professional development, client outcomes and long-term career progression whilst providing advisers with the support infrastructure needed to succeed.
For a confidential discussion regarding this opportunity, please get in touch.