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-of45,00060,000-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.