At a Glance
- Tasks: Build relationships and manage a diverse client portfolio while providing independent financial advice.
- Company: Join a well-established accountancy business with a strong financial planning arm.
- Benefits: Inherit clients, enjoy ongoing income, and receive administrative support.
- Other info: Opportunity to scale operations and grow your career in a dynamic setting.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Confident adviser with experience in financial planning and relationship building.
The predicted salary is between 49500 - 60500 £ per year.
Exchange Street Claims ltd's financial planning arm invites a confident adviser to join an established accountancy business.
You’ll inherit clients, including around £100,000 of ongoing income, and manage assets likely between £15m and £20m as the client bank is finalised.
The role emphasizes building relationships with accountancy partners, driving referrals, and scaling the regional operation.
You’ll be supported by administration and paraplanning, while remaining independent in your advice.
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Independent Financial Planner: Build a Regional Advisory in Peterborough employer: Exchange Street Claims ltd
Join a dynamic team as a Financial Adviser, where you will enjoy a supportive work culture that values your contributions and fosters professional growth. With the flexibility of hybrid or remote work, alongside competitive salary and bonus opportunities, this role offers a perfect balance for those seeking meaningful employment in a thriving environment.
Contact Details:
Exchange Street Claims ltd Recruitment Team
