At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and planning.
- Company: Join a trusted independent financial advice firm in Bury St Edmunds.
- Benefits: Competitive salary, commission, flexible working, and full support.
- Other info: Collaborative team culture with growth opportunities in a supportive environment.
- Why this job: Make a real difference in people's lives through financial empowerment.
- Qualifications: Strong financial planning skills and client-facing experience required.
The predicted salary is between 40000 - 50000 £ per year.
Metrita Wealth Management Limited is an independent financial advice firm based in Bury St Edmunds, supporting individuals, families, and professionals across the UK. The firm provides tailored guidance on retirement and pension planning, investment and wealth management, preservation of wealth for future generations, mortgage advice, and personal protection, including life insurance, critical illness, and income protection. In addition, they also provide financial advice and guidance to UK businesses large and small. Metrita Wealth Management focuses on understanding each client’s priorities, explaining options clearly, and delivering honest, thoughtful financial planning. As an independent firm, its recommendations are based solely on what is in the client’s best interests, building long‑term relationships founded on trust. The team is committed to offering clarity, confidence, and a personal, listening‑led approach to financial advice.
This is a full‑time Financial Adviser role based in Bury St Edmunds. The Financial Adviser will meet with new and existing clients to understand their financial goals, assess their current circumstances, and develop tailored financial plans. Daily responsibilities include advising on pensions and retirement strategies, investments, and wealth management solutions, as well as providing guidance on mortgages and personal protection products where appropriate. The role involves conducting research on financial products and markets, preparing suitability reports, maintaining accurate client records, and ensuring recommendations comply with regulatory requirements. The Financial Adviser will also help nurture long‑term client and professional relationships, respond to client queries in a timely manner, and contribute to the firm’s professional, client‑focused culture.
Requirements
- Strong financial planning skills, including experience in holistic Financial Planning and core Finance principles.
- Expertise in Retirement Planning, with the ability to design and review pension strategies aligned with client goals.
- Knowledge of Investments and broader Financial Advisory practices, including risk profiling and portfolio construction.
- Proven experience in client‑facing advisory roles, with excellent communication, listening, and relationship‑building skills.
- High standards of integrity, attention to detail, and adherence to regulatory and compliance requirements.
- Strong analytical, numerical, and report‑writing abilities, with good IT skills and familiarity with financial planning tools.
- Ability to manage a varied workload independently, work effectively in a team, and adapt to a hybrid working environment.
Qualifications
- Relevant professional qualifications (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent) and commitment to ongoing professional development.
- CeMAP or equivalent, Equity Release or Long‑term Care qualifications are desirable but not essential.
What we offer
- Competitive remuneration package — salary plus commission (details on application)
- Full compliance and administration support via 2plan wealth management
- Access to the whole of market — no restricted panel
- A collaborative, supportive team environment in a well‑regarded local practice
- Flexible working arrangements considered
- Real opportunity to grow with the business
Independent Financial Advisor in Bury St Edmunds employer: Metrita Wealth Management Limited
Metrita Wealth Management is an exceptional employer located in the heart of Bury St Edmunds, offering a collaborative and supportive team environment that prioritises professional growth and client-focused service. With a competitive remuneration package and flexible working arrangements, employees are empowered to thrive while delivering tailored financial advice that truly makes a difference in clients' lives. The firm’s commitment to integrity and ongoing professional development ensures that every team member can build a rewarding career in the financial advisory sector.
Contact Details:
Metrita Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Bury St Edmunds
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We think you need these skills to ace Independent Financial Advisor in Bury St Edmunds
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