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- Tasks: Provide holistic financial planning advice and develop new client relationships.
- Company: Respected financial planning business with a supportive culture.
- Benefits: Competitive salary, company car, pension scheme, and strong benefits package.
- Other info: Enjoy genuine long-term career development in a professional environment.
- 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.
The predicted salary is between 75000 - 100000 £ 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 - Financial Planning in Ipswich employer: Employment Specialists
Contact Detail:
Employment Specialists Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Financial Planning 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
Leverage your existing client base. Reach out to your current clients for feedback and ask for referrals. Happy clients are often more than willing to recommend you to their friends and family!
✨Tip Number 3
Stay updated on industry trends and regulations. This not only boosts your confidence but also shows potential clients that you’re knowledgeable and trustworthy. Plus, it gives you great talking points during meetings!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic platform that connects you with the right opportunities. It’s quick, easy, and puts you one step closer to landing that dream job!
We think you need these skills to ace Independent Financial Adviser - Financial Planning in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match 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: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your proactive approach has helped you build strong client relationships in the past.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s growing a client base or achieving targets, we want to see how you’ve made an impact in your previous roles.
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 Specialists
✨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
Since this role is all about client relationships, practice how you'll build rapport during the interview. Think of ways to connect with the interviewer, perhaps by sharing a personal story or experience that highlights your relationship-building skills.
✨Prepare Tailored Recommendations
Be prepared to present tailored recommendations during the interview. This could involve discussing hypothetical client situations and how you would approach their financial planning needs. It shows you're proactive and can think on your feet.
✨Show Your Proactive Side
Highlight your ability to generate new business through networking and referrals. Share examples of how you've successfully identified new opportunities in the past, as this will demonstrate your commercial drive and client-first mindset.