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Financial Planner

Recruit Wealth are representing a very well-established, high net worth, Financial Planning business with nearly 40 years of heritage.

They provide bespoke, fully independent advice across pensions, investments, estate planning and mortgages.

Excitingly, due to increased client demand, they now seek to recruit for several client-focused, competent and well qualified Financial Planners to join their growing Cambridge team.

This is a stand out opportunity for an experienced individual, servicing inherited on-going client relationships within a supportive, professional and collaborative environment.

As an experienced Financial Planner you will hold :

  • Ideally a minimum 2 years’ experience in advising private clients on pensions, investments, retirement planning and estate planning
  • Preferably Chartered status (CII), however support is provided if not already held
  • A keen user of technology, with the ability to utilise cashflow modelling tools to demonstrate financial planning outcomes
  • Proven ability to deliver tailored, compliant advice and develop long-term client relationships
  • Strong knowledge of investment solutions, tax-efficient planning and retirement strategies
  • Excellent interpersonal and communication skills, with a client-focused approach
  • Strong organisational skills and attention to detail
  • Commercial awareness, with the ability to identify and develop business opportunities
  • Competent Adviser Status and Statement of Professional Standing

Role & Responsibilities

  • Deliver regulated advice across pensions, investments, estate planning, and wealth management
  • Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions
  • Proactively use cashflow modelling software to present and explain planning outcomes in a clear, client-friendly way
  • Manage your own client portfolio, including reviews, ongoing advice, and compliance with all regulatory requirements
  • Collaborate with the firm’s support teams to ensure efficient administration and reporting, freeing you to focus on client-facing work
  • Actively pursue new business opportunities, including referrals from existing clients and networking
  • Maintain up-to-date knowledge of market developments, legislation, and guidance
  • Uphold the firm’s values: Nurturing Relationships, Navigating Futures, Client-Centred Excellence, and Thriving Together

Why Join This Business :

  • Inheriting quality, long standing clients
  • Work within a client-centred firm with nearly 40 years history of trust and service
  • Professional development and progression opportunities, including support towards achieving Chartered status if not already held
  • Supportive administrative infrastructure and paraplanning to allow you to focus on client advice and service
  • Collaborative team environment with a culture of mentoring, knowledge sharing and professional excellence
  • Exceptional earning potential, high basic salary and bonuses

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. The level of client opportunity will be discussed on application but please be assured, this will be highly attractive. 

Applicants will be ideally be based around the Cambridgeshire area.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.


Location: Cambridge, Cambridgeshire | Salary: £80000 - £100000 per year | Job type: Permanent | Posted: 23/02/2026

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