At a Glance
- Tasks: Build and manage client relationships while growing a financial planning business.
- Company: Established accountancy firm with a strong financial planning arm.
- Benefits: Inherit clients, ongoing income, and support from dedicated teams.
- Other info: Opportunity for significant career growth and development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Some adviser roles give you freedom but no clients.
Others give you clients but manage every move you make.
This one gives you a genuine starting point and room to operate.
You’ll join the financial planning arm of an established accountancy business where there will be clients to inherit, including around £100,000 of ongoing income.
That is likely to represent roughly £15m to £20m of assets, although the exact make-up of the client bank is still being finalised.
And that is only the start.
The opportunity is not about walking into a finished book and maintaining it.
It is about taking a strong platform and building something much bigger.
The wider business has recently merged with a more established northern operation.
Its northern team has eight financial planners, with most generating annual revenues of £500,000 to £750,000.
In this region there are fewer advisers supporting a similarly sized accountancy operation.
There is plenty of scope to build stronger relationships, increase referral flow and develop a much more productive financial planning business.
That means this role needs someone with real oomph.
Someone who will build relationships with the accountancy partners, follow opportunities through and create momentum rather than wait for referrals to arrive.
SUPPORT AND CULTURE You’ll be supported by high-quality administration and paraplanning teams.
That means more tim...
Independent Financial Adviser (IFA) in Peterborough employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
