Financial Adviser (Self-Employed)

Financial Adviser (Self-Employed) – East Anglia

Covering Norfolk, Suffolk, Cambridge & North Essex

We are partnering with one of the UK’s largest and most respected Accountancy practices as they continue to grow their financial planning division across East Anglia.

This is a self-employed opportunity with significant support, infrastructure, and lead generation in place. You’ll benefit from warm referrals through accountancy offices and introducers, working with a diverse and affluent client base typically £250k+ AUM, including HNW individuals £500k+.

What’s on offer:

✅ Very good percentage splits

✅ Consistent lead flow from the Accountancy network

✅ Paraplanning & Admin support provided

✅ Access to high-quality clients and introducers

✅ Build your own business within a business

The role:

Provide holistic, independent financial advice to new and existing clients

Review clients' circumstances and tailor solutions to meet their financial goals

Build long-term, trusted client relationships

Play a key role in expanding the financial planning footprint across the region

What we're looking for:

✔️ Level 4 Diploma in Financial Planning (Chartered or working towards a bonus)

✔️ Proven experience as a Financial Adviser with a track record of client relationship development

✔️ Background in or understanding of accountancy practices is an advantage

✔️ Self-motivated with strong communication and organisational skills

✔️ Solid technical knowledge across pensions, investments, protection, and tax planning

If you're a driven adviser looking for autonomy, high-quality support within a growing, reputable firm, let’s talk.

DM me or apply now to find out more.