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Permanent

Independent Financial Adviser - Cambridge and Peterborough Coverage

Financial Divisions
Cambridge
money-bag £70000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127754694

Cambridge (Office-Based / Hybrid Available)Competitive Basic Salary + Bonus + Full Paraplanning Support + Lead FlowEstablished Client Bank Strong Inbound Lead Generation Clear Path to £1m+ AUM PortfoliosAn excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and growing financial planning business based in Cambridge, covering clients across Cambridge and Peterborough.This is a rare opportunity to step into a business where the Managing Director is preparing to transition approximately 140 established client households, creating a significant platform for an adviser who is both commercially driven and relationship-focused.The firm works with a well-segmented client base, typically split into three core groups:• £250,000 - £500,000 • £500,000 - £1,000,000 • £1,000,000+This provides an excellent opportunity to work with high-quality clients across a broad range of wealth levels, with strong potential to build long-term recurring revenue.The OpportunityThis role is structured to ensure long-term success and sustainable client outcomes. For the first six months, you will focus on embedding yourself within the business, understanding processes, building relationships with the internal team and developing a strong understanding of the existing client proposition.During this initial period, no client handover will take place, ensuring you are fully prepared before taking ownership of relationships.After this period, you will be ..... full job details .....

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