Financial Adviser

WEALTHLINK RECRUITMENT LTD; Cambridgeshire and Peterborough; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Competitive bonus

Flexible working

27 days annual leave

Admin and paraplanning support

Job summary

Wealthlink Recruitment Ltd is working with a financial planning firm near Peterborough seeking a Financial Adviser to take over an existing client book and expand through new leads and professional relationships. You will work on investments, pensions, IHT and estate planning and protection.

The role offers a salary up to £70,000 with bonus, a flexible hybrid working model, and admin/paraplanning support to help you grow your business.

Qualifications

• Experience providing Regulated Financial Advice in the UK.
• Able to manage a book of clients and develop relationships.
• Based within a reasonable commute of Saffron Walden.

Responsibilities

• Take over a book of existing clients from a retiring adviser and grow the book further through client leads and professional relationships.
• Cover investments, pensions, IHT and estate planning and protection business.
• Develop and maintain relationships to generate opportunities and retain clients.

Skills

Regulated advice experience

CAS status desirable

Education

Level 4 diploma or above

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