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Independent Financial Advisor

mbf.
Posted 11 hours ago, valid for 15 days
Location

Peterborough, Cambridgeshire PE7 3HH, England

Salary

£50,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position of Independent Financial Advisor (IFA) is available in the Peterborough area as a remote role, offering a salary of £50,000 per annum plus performance bonuses.
  • The role involves servicing a well-established client book, ideal for an experienced advisor with a strong background in client servicing and at least 3 years of experience.
  • This is not a sales role; rather, it focuses on delivering exceptional client care without the pressures of business development.
  • The compensation package includes a performance bonus that can reach up to 3x salary, an 8% non-contributory pension, and additional benefits like Private Medical Insurance.
  • The opportunity provides comprehensive support, allowing advisors to concentrate on maintaining and growing client relationships in a stable and professional environment.

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.