Financial Advisor

GCB AGENCY RECRUITMENT; Peterborough; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading financial practice in Peterborough seeks a qualified Financial Advisor to join their successful team. This role offers both employed and self-employed options, providing a rich source of leads and competitive packages based on experience. Candidates must hold a Level 4 diploma and have CAS status, with a commitment to maintaining ethical and customer-focused relationships.

Benefits

Bespoke packages dependent on experience

Commission splits

Leads provided

Employed or Self-employed options

Qualifications

• Must have a Level 4 diploma.
• Full UK Driving License is required.
• CAS status is necessary.

Responsibilities

• Advising on Financial Products.
• Converting leads into business.
• Maintaining positive client relationships.

Skills

Customer-focused approach

Ethical approach

Education

Level 4 Diploma

Job description

Our clients, a highly successful Mortgage and Financial practice in the Peterborough area, are looking to add to their team with a qualified Financial Advisor. The role will require an experienced individual, with Level 4 diploma and CAS status

The position is available on an employed or self-employed basis with a rich source of leads to work from.

Package on offer for the role of Financial Advisor

• Bespoke packages dependent on experience
• Commission splits
• Leads provided
• Employed or Self-employed options
• £70,000 - £100,000 OTE

Working Hours:

• Full-time with remote, hybrid or office-based options.

Requirements for the Financial Advisor role:

• Level 4 Diploma
• Full UK Driving License.
• CAS status
• Ethical and customer-focused approach.

Responsibilities of the Financial Advisor are:

• Advising on Financial Products
• Converting leads into business
• Maintaining positive and profitable long-term relationships with clients in their best interests.