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.
- Other info: Opportunities for 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
Experienced Independent Financial Adviser - Wealth Advisory. Job in Norwich LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a respected and growing Financial Planning business in East Anglia, where you'll benefit from a supportive work culture that prioritises client relationships and professional development. With a generous salary package, comprehensive benefits, and the opportunity to inherit a loyal client base, this role offers a meaningful career path for experienced Financial Advisers looking to thrive in a collaborative environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Independent Financial Adviser - Wealth Advisory. Job in Norwich LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial advisers. 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 connections. Reach out to past clients or colleagues and let them know you’re looking for new opportunities. They might have leads or know someone who does!
✨Tip Number 3
Showcase your expertise online. Share insights on social media or write articles about financial planning topics. This not only positions you as a thought leader but also attracts potential clients.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic platform that connects you with the right opportunities. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Experienced Independent Financial Adviser - Wealth Advisory. Job in Norwich LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in providing regulated advice and your strong technical knowledge in pensions and investments. We want to see how you can bring value to our Wealth Advisory team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your client-first mindset and relationship-building skills. Tell us why you're passionate about financial planning and how you can contribute to our growing business.
Showcase Your Achievements:Don’t just list your responsibilities; highlight your achievements! Whether it's generating new business or maintaining high professional standards, we want to know how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 showcase your expertise.
✨Build Rapport
As a Financial Adviser, relationship-building is key. Practice how you'll introduce yourself and engage with the interviewers. Show them that you can connect with clients easily by being personable and approachable during the interview.
✨Prepare Tailored Recommendations
Think about how you would present tailored recommendations to clients. Prepare a few examples of how you've done this in the past, focusing on the holistic approach you take. This will demonstrate your ability to provide comprehensive financial planning advice.
✨Show Your Proactivity
Be ready to discuss how you've generated new business through referrals and networking. Share specific strategies you've used to identify new advice opportunities, as this will highlight your proactive and commercially driven mindset.
