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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 full 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 long-term career development in a professional environment.
We are 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 will 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 will 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 are 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 is 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 in Norwich 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 in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the financial planning space. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential clients or colleagues for a chat.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in pensions, investments, and tax-efficient planning. Whether it’s a blog post, a video, or even a simple LinkedIn update, let people see what you can offer.
✨Tip Number 3
Leverage referrals! Don’t hesitate to ask your existing clients for introductions to their friends or family. A warm lead is often much easier to convert than a cold one, so make sure you’re tapping into your network.
✨Tip Number 4
Apply through our website! We’ve got a fantastic opportunity waiting for you, and applying directly through us ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Independent Financial Adviser - Individual Wealth Advice in Norwich
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 technical knowledge in financial planning to show us you’re the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising. Share specific examples of how you've built client relationships and provided tailored advice, so we can see your personality shine through.
Showcase Your Achievements: Don’t just list your responsibilities; let us know about your successes! Whether it’s growing a client base or achieving targets, quantifying your achievements can really make your application stand out.
Apply Through Our Website: We encourage you to apply directly through our website. 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 interviewers. 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.
✨Show Your Proactivity
Prepare examples of how you've generated new business through referrals or networking in the past. This role requires a proactive mindset, so be ready to share your strategies for identifying new advice opportunities and how you’ve successfully implemented them.
✨Understand Their Values
Research the company’s values and mission. During the interview, align your answers with what they stand for, especially regarding client-first approaches and professional standards. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
