Independent Financial Adviser Peterborough

Build an independent financial planning business in Peterborough using strong relationship-building and commercial development skills. Clients and ongoing income already provide a genuine starting point.This Independent Financial Adviser position sits within an established accountancy business’s financial planning arm. You will inherit clients representing around £100,000 of ongoing income and likely £15m to £20m of assets. The role focuses on expanding that platform through referrals, partner relationships, and client development.Key Responsibilities:
Build relationships with accountancy partners and key lead sourcesFollow opportunities through and increase referral flowDevelop a more productive financial planning businessMeet clients and provide independent financial adviceDevelop a healthcare and medical professional specialismRequirements:
At least three years’ post-CAS advice experienceStrong technical knowledge as a financial plannerChartered status or good progress towards itCommercial ambition and ability to work independentlyRegular presence in Peterborough and onboarding in NorthamptonUse independent advice, commercial ambition, and relationship-building to grow financial planning across the Peterborough operation.
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