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Independent Financial Advisor

  • Cambridgeshire, Cambridge, Peterborough, Cambridgeshire, East Cambridgeshire, South Cambridgeshire, Peterborough
  • Permanent
  • up to £50,000 plus Bonus and Benefits

Job details.

Job Title: Independent Financial Advisor (IFA)
Location: Peterborough Area (Remote Role)
Salary: £50,000 per annum plus bonuses

About the Opportunity:
We are recruiting on behalf of a prestigious National Independent Financial Advisory (IFA) group for an experienced Independent Financial Advisor to take over a well-established client book from a retiring IFA in the Peterborough area.

This is a servicing role, not a sales role, ideal for a dedicated, professional advisor seeking to deliver excellent client care without the pressures of business development.

Key Details:

  • Salary: £50,000 per annum
  • Performance Bonus: Validation at 3x salary, with a 25% bonus on earnings above that threshold, paid quarterly.
  • Pension: 8% non-contributory
  • Additional Benefits: Death in Service (DIS) and Private Medical Insurance (PMI)
  • Client Bank: Well-established, generating £150,000+ in ongoing income, with 100% credit for it.
  • Support Provided: Comprehensive paraplanning and administrative support, allowing you to focus solely on delivering exceptional advice to clients.
  • Work Setup: This is a remote role with clients based in the Peterborough/ Cambridgeshire area.

Ideal Candidate Profile:

  • An experienced advisor with a strong background in client servicing (e.g., ex-bank or employed adviser).
  • Someone who values stability and prefers working in an employed, secure role with less sales pressure and clients provided.
  • A professional focused on maintaining and growing client relationships ethically and efficiently.

Why Join Us?
This is a fantastic opportunity to work within a supportive, professional environment while benefiting from a secure and stable client base. With full back-office support and a flexible remote setup, you’ll be able to focus on what you do best—providing high-quality financial advice.

Interested?
If you’re looking to further your career as an Independent Financial Advisor in a well-structured and client-focused setting, apply now or get in touch for more details.

Job Title: Independent Financial Advisor (IFA)
Location: Peterborough Area (Remote Role)
Salary: £50,000 per annum plus bonuses

About the Opportunity:
We are recruiting on behalf of a prestigious National Independent Financial Advisory (IFA) group for an experienced Independent Financial Advisor to take over a well-established client book from a retiring IFA in the Peterborough area.

This is a servicing role, not a sales role, ideal for a dedicated, professional advisor seeking to deliver excellent client care without the pressures of business development.

Key Details:

  • Salary: £50,000 per annum
  • Performance Bonus: Validation at 3x salary, with a 25% bonus on earnings above that threshold, paid quarterly.
  • Pension: 8% non-contributory
  • Additional Benefits: Death in Service (DIS) and Private Medical Insurance (PMI)
  • Client Bank: Well-established, generating £150,000+ in ongoing income, with 100% credit for it.
  • Support Provided: Comprehensive paraplanning and administrative support, allowing you to focus solely on delivering exceptional advice to clients.
  • Work Setup: This is a remote role with clients based in the Peterborough/ Cambridgeshire area.

Ideal Candidate Profile:

  • An experienced advisor with a strong background in client servicing (e.g., ex-bank or employed adviser).
  • Someone who values stability and prefers working in an employed, secure role with less sales pressure and clients provided.
  • A professional focused on maintaining and growing client relationships ethically and efficiently.

Why Join Us?
This is a fantastic opportunity to work within a supportive, professional environment while benefiting from a secure and stable client base. With full back-office support and a flexible remote setup, you’ll be able to focus on what you do best—providing high-quality financial advice.

Interested?
If you’re looking to further your career as an Independent Financial Advisor in a well-structured and client-focused setting, apply now or get in touch for more details.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

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