🚀 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:
✅ Very good percentage splits
✅ Consistent lead flow from the Accountancy network
✅ Paraplanning & Admin support provided
✅ Access to high-quality clients and introducers
✅ 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're looking for:
✔️ Level 4 Diploma in Financial Planning (Chartered or working towards a bonus)
✔️ Proven experience as a Financial Adviser with a track record of client relationship development
✔️ Background in or understanding of accountancy practices is an advantage
✔️ Self-motivated with strong communication and organisational skills
✔️ Solid technical knowledge across pensions, investments, protection, and tax planning
💬 If you're a driven adviser looking for autonomy, high-quality support within a growing, reputable firm, let’s talk.
📩 DM me or apply now to find out more.