Financial Adviser

About the role

This is a client‑focused Financial Adviser role based in Peterborough, supporting a network of established local offices across Surrey and Sussex. You will work from home for most of the week, travelling to meet introducers and clients to deliver high‑quality, face‑to‑face financial planning advice.

Key responsibilities

• Provide holistic financial planning covering pensions, investments, protection and estate planning.
• Build and maintain long‑term relationships with introducers and their clients.
• Manage and grow your own client portfolio while delivering a premium advisory service.
• Attend local events, industry shows and community meetings to generate new opportunities.
• Collaborate with internal paraplanning and administration teams to focus on client interaction.

Required profile

• Fully Level 4 qualified (DipFA, DipPFS or equivalent) with CAS.
• Proven experience in regulated financial advice.
• Strong relationship‑building skills and a client‑first mindset.
• Motivated, professional and comfortable working in a field‑based, face‑to‑face environment.

Required skills

What we offer

• Warm, pre‑qualified lead source – no cold calling.
• Competitive salary £50,000‑£75,000 plus realistic OTE up to £130,000+.
• Car allowance, bonus potential, pension contribution up to 20% and flexible benefits.
• Strong internal support including paraplanning, administration and marketing.
• Opportunity to build a sustainable, high‑value client bank within a reputable firm.