Financial Adviser

Heat Recruitment; Peterborough; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading independent Financial Planning firm in Northamptonshire is seeking a Financial Advisor to join their growing team. The ideal candidate will have a Level 4 Diploma and experience in managing client portfolios. This hybrid position offers competitive salary and extensive benefits, including training and client support.

Benefits

Hybrid and flexible working arrangements

Study support and on-the-job training

25 days holidays plus bank holidays

Disability insurance (DIS)

Private Medical Insurance (PMI)

Free parking

Qualifications

• Professional and level-headed approach required.
• Experience in IFA/Financial Planning Practice preferred.
• Desirable to have experience with High Net Worth Clients.

Responsibilities

• Manage a portfolio of approximately 80-90 clients.
• Generate additional business through existing client connections.
• Provide financial advice in a professional environment.

Skills

Client Management

Financial Planning

Pensions and Investment Knowledge

Education

Level 4 Diploma

Job description

Location

Oundle

Salary: £40,000 - £50,000

Type: Permanent

Workplace: Hybrid

Ref: 88493

Recruiter Managing This Role

Financial Adviser Oundle Up to £50,000

Our client is a bespoke independent Financial Planning firm based in Northamptonshire. Due to a successful period of business growth and the retirement of an experienced team member, they are now looking to add a new member to their Financial Planning team.

The Opportunity

This role is for a Financial Advisor with a professional and level-headed approach to help manage a portfolio of clients. It is suitable for professionals qualified to at least Level 4 Diploma, whether you are an existing IFA with a strong book of business or a newly qualified Adviser looking to work in a highly professional environment. You will have the opportunity to work with existing client connections and be supported with tools to generate additional business.

Requirements

• Experience within an IFA / Financial Planning Practice or mortgage/protection sector.
• Qualified to a minimum of Level 4 Diploma.
• Experience dealing with High Net Worth Clients is desirable but not essential.
• Strong understanding of Pensions and Investment products is advantageous.

Benefits

• Hybrid and flexible working arrangements.
• Client bank to be taken over of approximately 80-90 clients.
• Study support and on-the-job training from senior IFAs.
• Free parking.
• 25 days holidays plus bank holidays.
• Disability insurance (DIS), Private Medical Insurance (PMI).