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?

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

Requirements for the role:

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

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

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