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For Companies At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Respected financial planning business in East Anglia with a supportive culture.
- Benefits: Competitive salary, bonus, company car, pension scheme, and comprehensive support.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: 5+ years of experience in regulated financial advice and strong technical knowledge.
- Other info: Opportunities for genuine career development in a professional environment.
The predicted salary is between 60000 - 84000 £ per year.
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
Independent Financial Adviser - Individual Wealth Advice employer: Employment Specialist
Contact Detail:
Employment Specialist Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Individual Wealth Advice
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial professionals. Building relationships can lead to referrals and new opportunities, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage your existing connections. Reach out to past clients or colleagues and let them know you’re looking for new opportunities. They might have leads or know someone who does, so keep those lines of communication open!
✨Tip Number 3
Showcase your expertise online. Use platforms like LinkedIn to share insights on financial planning topics. This not only positions you as a knowledgeable adviser but also attracts potential clients who resonate with your approach.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of resources and support to help you land that perfect role. Plus, it’s a great way to get noticed by the right people in the industry.
We think you need these skills to ace Independent Financial Adviser - Individual Wealth Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Independent Financial Adviser. Highlight your experience in providing regulated advice and your strong technical knowledge in pensions and investments. We want to see how you can bring value to our Wealth Advisory team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-first mindset and relationship-building skills. Tell us why you're passionate about financial planning and how you can contribute to our growing business.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Whether it's generating new business or maintaining high professional standards, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Employment Specialist
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient planning. Be ready to discuss specific cases or scenarios where you've successfully provided advice, as this will show your expertise and confidence.
✨Build Rapport
As a Financial Adviser, relationship-building is key. Practice how you'll introduce yourself and engage with the interviewer. Think about how you can relate your past experiences to their needs, and don’t forget to ask questions that show your interest in their client base and company culture.
✨Showcase Your Proactivity
Prepare examples of how you've generated new business through networking and referrals. Highlight any successful strategies you've used in the past to identify new advice opportunities, as this will demonstrate your proactive approach and commercial mindset.
✨Understand Their Values
Research the company’s values and mission. Be ready to explain how your personal values align with theirs, particularly in terms of providing client-first service. This will help you stand out as someone who not only fits the role but also the company culture.
