At a Glance
- Tasks: Manage client portfolios and provide expert financial advice on pensions, investments, and protection.
- Company: Join Recruit Wealth Limited, a leader in hybrid wealth advisory.
- Benefits: Enjoy a flexible hybrid work model and competitive remuneration.
- Other info: Opportunity to thrive in a supportive and dynamic team environment.
- Why this job: Make a real difference in clients' financial futures while building lasting relationships.
- Qualifications: Must be a Chartered Financial Planner with strong relationship-building skills.
The predicted salary is between 51750 - 63250 £ per year.
Recruit Wealth Limited seeks a Chartered Independent Financial Planner to join their wealth advisory team in the Peterborough area.
You will develop and maintain a client portfolio, delivering high-quality advice across pensions, investments and protection with a Chartered standard of service.
The role emphasizes building strong client relationships, managing complex financial planning needs, and following regulatory standards while working in a hybrid model.
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Chartered Financial Planner - Hybrid Wealth Advisory in Peterborough employer: Recruit Wealth Limited
Recruit Wealth Limited is an excellent employer, offering a supportive culture that prioritises employee well-being and professional growth. Located in Taunton, the company provides a range of benefits including hybrid working options, 28 days of holiday, and private medical insurance, making it an attractive place for those seeking a rewarding career in financial services.
