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Independent Financial Adviser

  • Salary: £45000 - £50000 per annum
  • Location: Peterborough, Cambridgeshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    13 Sep 2018
  • Job reference: 31522

Are you looking to join a very reputable, chartered financial planning firm who provide you with clients and ongoing leads?

My client is looking for an experienced Financial Adviser to come on board to service and grow an existing HNW client base in the Peterborough area. This is an opportunity for a responsible, self-motivated, well organised Adviser to service an existing client base and develop new opportunities.

The Role

  • Strong knowledge of all financial products with specific focus on pension and investments
  • Servicing an existing loyal client base across a broad range of financial products in all financial sectors
  • Creating new business opportunities across a broad range of financial products in all financial sectors

Responsibilities include

  • Maintain regular client contact providing assistance when required and ensuring a strong client service
  • Excellent communication required, being able to communicate across a wide range of client profile
  • Strong focus on growth and intergenerational planning

Profile of Client base

  • Business owners, professionals
  • Strong pension, tax planning and investment focus
  • Location - Peterborough

Ideal candidate

You will have the ability to build upon existing strong client relationships.

It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills.

You must be a minimum of Level 4 Diploma qualified, with the preference either at Chartered or working towards Chartered status.

This is an exciting proposition to join a growing organisation that offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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