Strategic Wealth Expert

5 days ago


Cambridge, Cambridgeshire, United Kingdom SANDPartners Full time

We are seeking a talented Strategic Wealth Expert to join our high-performing team at SANDPartners.

About us:

We empower our advisers to deliver exceptional client service and go deeper with clients.

Our unique client proposition allows us to enable clients, carefully and professionally, to have a rewarding relationship with their adviser.

We provide comprehensive financial leadership, empowering clients to be financially and legally organised – and remain organised.

We believe a true wealth management proposition is hard to find, but we provide it. Our mission is to bring financial clarity to our clients, helping them and their families to become organised.

Our team shares a growth-mindset and is looking for like-minded individuals to join our supportive and fun team.

What matters? Emotional intelligence is essential. We build patient relationships – with clients and within the team.

Our clients are high-net-worth individuals, business owners, and partners at professional services firms with total assets exceeding £5 million.

About you:

v You are experienced, collaborative and ambitious

v You want to grow and achieve your full potential as a trusted adviser and sounding board to your clients

v You want to deliver a client proposition that will support clients along their life journey

v With the right dedicated support, you could achieve so much more

  • Minimum of c. 5-7 years of experience in a client-facing advisory role within a wealth management or financial planning firm.
  • Chartered Financial Planner, Chartered Wealth Manager, or equivalent designation preferred. We are keen to support further personal development.

Get in touch to find out more about this opportunity.



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