Independent Financial Advisers (Permanent) in Peterborough

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. It is about taking a strong platform and building something much bigger. 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. Someone who will build relationships with the accountancy partners, follow opportunities through and create momentum rather than wait for referrals to arrive. You’ll be supported by high-quality administration and paraplanning teams. There is also scope to develop a specialism if that appeals, including working with healthcare and medical professionals. Salary is £65,000 to £80,000 depending on experience, qualifications and track record. There is also a bonus scheme paying 25% of revenue generated above validation. The wider benefits package includes: ~25 days’ holiday plus bank holidays ~ Pension ~ Private healthcare ~ Life assurance You’ll be a confident financial planner with at least three years’ post-CAS advice experience. You’ll be a self-starter who takes responsibility for building relationships and is comfortable in a business that values graft as well as good judgement. The accountancy partners and other key lead sources are typically office-based three or four days each week. You’ll want to work for an independent financial planning business and be excited by the opportunity to help a strong regional operation fulfil more of its potential. --------------------------------------------------------------------------------------