Financial Adviser

Financial Adviser

Salary: Up to £70,000 + bonus

Location: Northamptonshire/ Cambridgeshire

Duration: Full time, Permanent, Flexible

We are working with a Financial Planning firm based near Peterborough who specialises in holistic financial planning and are looking to bring on a new Financial Adviser to join the team. The role will involve taking over a book of existing clients from a retiring adviser and growing things further through pursuing client leads and developing professional relationships. The role will cover investments, pensions, IHT and estate planning and protection business.

. What’s on offer for the Financial Adviser?

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• Salary up to £70,000 DOE
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• Competitive bonus scheme
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• Flexible working model based on personal preferences and client needs
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• Up to 27 days annual leave + bank holidays
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• Full Admin and Paraplanning support
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Requirements for the role:

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• Level 4 diploma qualified or above
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• Experience providing Regulated Financial Advice in the UK
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• CAS Status is desirable but prior experience can be taken into account
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• Based within a reasonable commute of Saffron Walden
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What’s Next?

If you are interested in the Financial Adviser position, apply today, if suitable, one of our consultants will be in touch within 24 hours!

Financial Adviser/ Financial Planner/ IFA/ Wealth Management/ Independent Financial Adviser/ Financial Advisor/ Financial Services