Pension and Investment Advisor

5 days ago


Peterborough, Peterborough, United Kingdom CV-Library Full time
About Us

We are a leading national financial services business, backed by private equity for further expansion and acquisition.

Our team provides expert advice to private clients across Cambridgeshire, offering a range of financial planning services, including pension and investment advice.

The Role

We are currently seeking a highly experienced Financial Planner to join our team in Cambridgeshire.

The ideal candidate will have a minimum of 5 years' experience in financial planning, with a proven track record of success.

You will inherit a portfolio of circa 100+ clients/households, providing a solid foundation for growth and development.

Your Key Responsibilities
  1. Deliver high-quality financial planning services to private clients, focusing on pension and investment advice.
  2. Servicing existing clients and building new relationships through proactive networking and business development activities.
  3. Maintain accurate records and provide exceptional customer service to ensure client satisfaction.
Our Benefits

We offer a competitive salary ranging from £60,000 - £80,000 per annum, depending on experience.

A generous bonus structure, with opportunities to earn 6 figure+ potential based on performance.

A comprehensive benefits package, including ongoing development and training support.

A dedicated area manager and wider national directors for guidance and mentorship.



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