Financial Adviser (Self-Employed) – East Anglia
We are partnering with one of the UK’s largest and most respected accountancy practices as they expand their financial planning division across East Anglia.
This is a self-employed opportunity with substantial support, infrastructure, and lead generation. You will benefit from warm referrals through accountancy offices and introducers, working with a diverse and affluent client base, typically managing £250k+ AUM, including High Net Worth (HNW) individuals with £500k+.
What’s on offer:
* Very attractive percentage splits
* Consistent lead flow from the accountancy network
* Access to high-quality clients and introducers
* Opportunity to build your own business within a reputable firm
The role:
* Provide holistic, independent financial advice to new and existing clients
* Review clients' circumstances and tailor solutions to meet their financial goals
* Build long-term, trusted client relationships
* Contribute to expanding the financial planning footprint across the region
What we're looking for:
* Level 4 Diploma in Financial Planning (Chartered or working towards it is a bonus)
* Proven experience as a Financial Adviser with a track record of developing client relationships
* Background in or understanding of accountancy practices is advantageous
* Self-motivated with strong communication and organizational skills
* Solid technical knowledge across pensions, investments, protection, and tax planning
If you are a driven adviser seeking autonomy, high-quality support, and opportunities within a growing, reputable firm, we would love to hear from you.
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