Independent Financial Adviser

54 Days Old

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.
What you'll be doing as Financial Adviser
Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning Working closely with in-house technical and compliance support to maintain high professional standards Identifying new advice opportunities through referrals, networking and professional connections What we're looking for as Financial Adviser
Proven experience providing regulated advice in a client-facing role (ideally 5+ years) Strong technical knowledge across pensions, investments and tax-efficient planning A confident relationship-builder with a client-first mindset Proactive and commercially driven, comfortable generating new business through connections and referrals What's on offer
Salary £75,000-£100,000 (depending on experience) + discretionary annual bonus Company car or car allowance Pension scheme, life assurance and a strong benefits package Full paraplanning and admin support An existing book of contacts as well as superb warm Leads and Introductions Genuine long-term career development in a professional, supportive environment
Apply
Location:
Ipswich, Suffolk
Salary:
£75,000 - £100,000 /annum and bonus
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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