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Financial adviser (self-employed)

Permanent
Freelance
Synchronicity Group
Financial advisor
Posted: 4 July
Offer description

Job Description

🚀 Financial Adviser (Self-Employed) – East Anglia

📍 Covering Norfolk, Suffolk, Cambridge & North Essex


We are partnering with one of the UK’s largest and most respected Accountancy practices as they continue to grow their financial planning division across East Anglia.

This is a self-employed opportunity with significant support, infrastructure, and lead generation in place. You’ll benefit from warm referrals through accountancy offices and introducers, working with a diverse and affluent client base typically £250k+ AUM, including HNW individuals £500k+.


What’s on offer:

âś… Very good percentage splits

âś… Consistent lead flow from the Accountancy network

âś… Paraplanning & Admin support provided

âś… Access to high-quality clients and introducers

âś… Build your own business within a business


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

🔹 Play a key role in expanding the financial planning footprint across the region


What we'r...

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