Job Description
The Opportunity
Our client, a highly respected, award-winning independent wealth management firm near Ipswich is looking to appoint an ambitious Independent Financial Adviser to join its growing team.
This is a fantastic opportunity for an Independent Financial Adviser with 2–3 years’ experience who is motivated to build long-term client relationships and develop their career within a supportive, forward-thinking environment. You’ll benefit from an existing client bank, a steady flow of leads, and full paraplanning and administrative support, allowing you to focus on delivering high-quality advice.
The Role
You will provide holistic, independent financial planning advice to clients across pensions, investments and protection, while continuing to build and develop your own portfolio.
Responsibilities include:
* Delivering tailored financial planning advice aligned to client objectives
* Managing and developing relationships with existing clients
* Building new business through referrals and provided leads
* Working closely with paraplanners and administrators to ensure a seamless client journey
* Maintaining strong technical knowledge and staying up to date with market and regulatory developments
About You
* 2–3 years’ experience as a Financial Adviser or Trainee Adviser
* Level 4 Diploma in Regulated Financial Planning (or close to completion)
* Commercially minded, driven, and motivated to grow a client bank
* Strong communication skills with a client-centric approach
* Ambitious and keen to continue progressing professionally
Full support is provided for those looking to work towards Chartered status.
What’s on Offer
* Salary to £55,000
* Attractive bonus structure
* Clear progression pathway and long-term career development
* Existing client bank and consistent lead flow
* Full paraplanning and administrative support
* Collaborative, supportive team environment
* Comprehensive benefits package
If you’re a Financial Adviser looking to take the next step in your career within a well-established, client-focused firm, this could be an excellent move.
For more information, please contact Harry at Financial Divisions