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This job expired on 26/09/2026. It no longer accepts applications.
Financial Adviser – Wealth Management
Recruit UK · Peterborough
Job description
About the role
We are seeking a Financial Adviser to join a leading UK wealth‑advice firm based in Peterborough, East Anglia. The role involves providing holistic financial advice to high‑net‑worth clients through both face‑to‑face and virtual meetings.
Key responsibilities
- Deliver comprehensive financial advice to new and existing clients.
- Manage existing client relationships and generate new business from volume leads.
- Support clients in achieving short‑term and long‑term financial goals.
- Conduct technical analysis and provide ongoing support to ensure confident decision‑making.
Required profile
- Minimum 2 years of client‑facing financial advice experience.
- Level 4 Diploma in financial advice (CAS & SPS).
- Good knowledge of financial planning principles.
Required skills
What we offer
- Competitive salary up to £75,000 per year.
- Potential total remuneration exceeding £100,000.
- Generous holiday and pension allowances.
- Access to regional offices and a trusted brand.
- Support from existing high‑net‑worth client leads and admin/paraplanning assistance.
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Recruit UK
Peterborough
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