Financial Adviser

I am currently recruiting for a Financial Adviser position on behalf of an award-winning client based in Peterborough. This is a full-time, hybrid role offering a salary of 45,000 - 60,000 per year plus bonus, with benefits including a company pension, life insurance, and free on-site parking.

The firm is currently so busy they are having to turn work away. The successful candidate will take on approximately 80 existing clients, joining a small and supportive team that prioritises doing the right thing for the client. You will also have access to excellent support staff who assist with appointments and prep packs, as well as an AI system called "Sophie" for letter generation.

Key Responsibilities:

• Conduct comprehensive assessments to develop personalised financial plans.
• Provide advice on investments, estate planning, retirement savings, and risk management.
• Maintain strong client relationships through regular communication.
• Ensure regulatory compliance and maintain accurate records.
• Collaborate with professionals to provide holistic financial solutions.

Requirements:

• Level 4 Diploma in Financial Services (Required).
• Proven experience in financial services with a strong understanding of financial planning principles.
• Excellent interpersonal and analytical skills.
• Commitment to ongoing professional development.

This position offers significant potential for high earnings and clear succession planning.Please get in touch for more information.