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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, company car, pension scheme, and strong benefits package.
- 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: Enjoy genuine career development in a professional and supportive environment.
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 in Ipswich employer: Employment Specialist
Contact Detail:
Employment Specialist Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Ipswich
✨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
Showcase your expertise! Create a personal brand on social media or professional platforms. Share insights on financial planning topics to position yourself as a knowledgeable adviser and attract potential clients.
✨Tip Number 3
Leverage your existing connections! Reach out to past clients or colleagues for referrals. A warm introduction can make all the difference in landing new business, so keep those lines of communication open.
✨Tip Number 4
Don’t forget to apply through our website! We’re here to support you in your job search, and applying directly can give you an edge. Plus, it shows your commitment to joining our fantastic team!
We think you need these skills to ace Independent Financial Adviser in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and any specific achievements in financial planning that align with what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for our Wealth Advisory team. Share your passion for financial advice and how you’ve built strong client relationships in the past.
Showcase Your Technical Knowledge: We want to see your expertise! In your application, mention your strong technical knowledge across pensions, investments, and tax-efficient planning. This will help us understand how you can contribute to our team right from the start.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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. The interviewers will likely ask you to demonstrate your expertise, so be ready to discuss specific cases or scenarios where you've successfully provided advice.
✨Showcase Your Client Relationships
Since this role is all about building and maintaining client relationships, come prepared with examples of how you've developed strong connections in the past. Share stories that highlight your client-first mindset and how you've gone above and beyond for your clients.
✨Be Proactive About New Business
The company is looking for someone who can generate new business through referrals and networking. Think of ways you've successfully done this before and be ready to discuss your strategies. Showing that you're proactive and commercially driven will set you apart.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This shows your genuine interest in the role and the company. You might want to ask about their approach to client relationships or how they support their advisers in generating new business. It’s a great way to demonstrate your enthusiasm!
