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Independent financial adviser - individual wealth advice

Lynn
Freelance
Employment Specialist
Independent financial advisor
Posted: 19 January
Offer description

Job Description

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

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