Financial Planner

Cambridge | Hybrid Working

£75,000 Basic + Bonus & Comprehensive Benefits

We’re partnering with a highly respected, Chartered financial planning firm as they look to expand their advisory team in Cambridge with the addition of an experienced Financial Planner.

The business has built a strong reputation over several decades, delivering tailored wealth management and financial planning advice to a loyal client base. Today, they support around 600 clients and oversee assets in excess of £600 million, reflecting both the quality of their advice and the strength of their long-term relationships.

Headquartered in Cambridge since the 1980s, the firm has deep roots in the region while also supporting clients across London, the South East, and East Anglia. Their focus is primarily on high-net-worth individuals and families, providing a personalised and relationship-led service that has stood the test of time.

What we’re looking for:

• Chartered status (or working towards it)
• CAS/SPS and a strong track record of delivering regulated financial advice
• Experience advising HNW/UHNW clients
• Ability to deal with complex financial planning cases across pensions, investments, and estate planning
• Strong interpersonal skills with the ability to build relationships across internal teams
• Driven, professional, and client-centric in your approach

What’s on offer:

• £75,000 basic salary with a competitive bonus structure
• Hybrid working with flexibility around office attendance
• Access to a steady pipeline of clients via internal referrals
• The opportunity to join a Chartered firm with an excellent reputation
• Long-term progression within a growing and supportive environment
• Full benefits package

This position would suit someone based within reach of Cambridge who values a collaborative environment and wants to be part of a business where advice quality and client outcomes are front and centre.

If this sounds potentially of interest, please reach out to tom.roberts@idexconsulting.com for more information.