Financial Adviser

WEALTHLINK RECRUITMENT LTD; Alwalton; On-site; GBP 42,000 - 70,000; Full time

Benefits offered by this job

Competitive bonus scheme

Flexible working model

27 days annual leave + bank holidays

Full Admin and Paraplanning support

Job summary

WEALTHLINK RECRUITMENT LTD is seeking a Financial Adviser to join a Peterborough-area financial planning firm. You will take over an established client book and grow it by pursuing leads and developing professional relationships.

You will provide holistic financial advice across investments, pensions, IHT/estate planning and protection, ensuring solutions fit clients' goals, with strong support from the team.

Qualifications

• Level 4 diploma or above
• Experience providing regulated financial advice in the UK
• CAS status desirable but experience considered

Responsibilities

• Take over an existing client book and grow it through client leads
• Develop professional relationships to expand the client base
• Provide holistic financial advice across investments, pensions, IHT and estate planning, and protection

Skills

Regulated financial advice

Client relationship management

Education

Level 4 diploma or equivalent

Job description

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