Experienced Financial Adviser - Cambridge

Role Overview

Role Responsibilities

• Provide high-quality, tailored financial advice to an established book of HNW clients
• Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
• Proactively grow your book through referrals, networking, and high-quality leads.
• Service and manage an established book of existing clients..
• Work collaboratively with a talented internal team including Business Development, Paraplanning, and Administration.
• Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance

Role Requirements

• Level 4 in Financial Advice (required)
• Level 6 in Financial Advice (preferred)
• 3+ years experience providing holistic financial advice including pensions, investments and protection
• Skilled in building and maintaining relationships with clients
• Experience delivering exceptional client service
• Ability to travel independently to client meetings across the Cambridge and surrounding areas (driving essential).

Why us?

• Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
• Top-Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support..
• Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed

About us

We’re part of Apollo Group – a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James’s Place, but we move at the pace of a startup and operate with the care of a family office.