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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: Enjoy genuine career development in a professional and supportive environment.
The predicted salary is between 63000 - 87000 £ per year.
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
Locations
Independent Financial Adviser in Ipswich, Suffolk employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Ipswich, Suffolk
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join local meetups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles on financial planning topics. This not only positions you as a knowledgeable adviser but also attracts potential clients who are looking for someone with your skills.
✨Tip Number 3
Leverage your existing client base. Don’t hesitate to ask for referrals from satisfied clients. A personal recommendation goes a long way in building trust with new prospects.
✨Tip Number 4
Apply through our website! We’re all about making the job search process smooth and straightforward. By applying directly, you’ll ensure your application gets the attention it deserves and you’ll be one step closer to joining a fantastic team.
We think you need these skills to ace Independent Financial Adviser in Ipswich, Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proven experience in providing regulated advice and your strong technical knowledge across pensions and investments.
Craft a Compelling Cover Letter: Use your cover letter to showcase your client-first mindset and relationship-building skills. Share specific examples of how you've developed new business through referrals or networking in your previous roles.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Mention any successful projects or initiatives that demonstrate your proactive approach and commercial drive in generating new business.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Employment Specialists Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient planning. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Client-Centric Mindset
Prepare examples of how you've built strong relationships with clients in the past. Highlighting your client-first approach will resonate well with the interviewers, as they value relationship-building highly.
✨Show Your Proactivity
Think of specific instances where you've generated new business through networking or referrals. This will demonstrate your proactive nature and commercial drive, which are key traits they're looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
