Chartered Financial Planner | Wealth Advisory Specialist in Peterborough

Chartered Financial Planner | Wealth Advisory Specialist in Peterborough

Peterborough Full-Time 70000 - 80000 £ / year (est.) No working from home possible
Recruit Wealth Limited

At a Glance

  • Tasks: Provide top-notch financial advice on investments, pensions, and protection needs.
  • Company: Join Recruit Wealth Limited, a leader in wealth advisory services.
  • Benefits: Earn up to £80k, enjoy flexible hybrid work, and receive comprehensive benefits.
  • Other info: Dynamic team focused on client satisfaction and service excellence.
  • Why this job: Make a real difference in clients' lives while advancing your career in finance.
  • Qualifications: Chartered Financial Planner status and strong client relationship skills.

The predicted salary is between 70000 - 80000 £ per year.

Recruit Wealth Limited is looking for a Chartered Financial Planner to join their team in Peterborough. The role involves developing and maintaining a portfolio of clients by providing high-quality financial advice across investments, pensions, and protection needs.

With a strong emphasis on client satisfaction and service excellence, this position offers a salary of up to £80k depending on experience, alongside a flexible hybrid working environment and comprehensive benefits.

Chartered Financial Planner | Wealth Advisory Specialist in Peterborough employer: Recruit Wealth Limited

Recruit Wealth Limited is an exceptional employer that prioritises client satisfaction and service excellence, making it a rewarding place for Chartered Financial Planners to thrive. Located in Peterborough, the company offers a flexible hybrid working environment, competitive salary up to £80k, and comprehensive benefits, fostering a supportive work culture that encourages professional growth and development.

Recruit Wealth Limited

Contact Details:

Recruit Wealth Limited Recruitment Team

We think you need these skills to ace Chartered Financial Planner | Wealth Advisory Specialist in Peterborough

Chartered Financial Planning
Client Relationship Management
Financial Advice
Investment Knowledge
Pension Planning
Protection Needs Assessment
Client Satisfaction Focus