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 sources
- Follow opportunities through and increase referral flow
- Develop a more productive financial planning business




- Meet clients and provide independent financial advice
- Develop a healthcare and medical professional specialism

Requirements:

- At least three years’ post-CAS advice experience
- Strong technical knowledge as a financial planner
- Chartered status or positive progress towards it
- Commercial ambition and ability to work independently
- Regular presence in Peterborough and onboarding in Northampton

Use independent advice, commercial ambition, and relationship-building to grow financial planning across the Peterborough operation.

📌 Independent Financial Adviser Peterborough
🏢 Exchange Street Financial Services
📍 Peterborough