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.
- Other info: Enjoy genuine career development in a professional and supportive 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 – Individual Wealth Advice in Norfolk employer: Employment Specialists
As a leading player in the insurance sector, our company offers an exceptional work environment for the Commercial Division Lead role, characterised by a strong focus on employee growth and well-being. With a competitive salary and a generous bonus structure, alongside comprehensive health benefits and a commitment to community engagement, we foster a culture of motivation and support. Join us in a dynamic location where your strategic vision can thrive, and you can make a meaningful impact on both clients and your team.
