15 Sep
|
Employment Specialists
|
Seven Mile Beach
15 Sep
Employment Specialists
Seven Mile Beach
Job Description
Search For Job Vacancies... Insurance, Financial and Legal
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We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced.....
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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.
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What you'll be doing as Financial Adviser
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- Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships
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- Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning
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- Working closely with in-house technical and compliance support to maintain high professional standards
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- Identifying new advice opportunities through referrals,
networking and professional connections
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What we're looking for as Financial Adviser
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- Proven experience providing regulated advice in a client-facing role (ideally 5+ years)
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- Strong technical knowledge across pensions, investments and tax-efficient planning
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- A confident relationship-builder with a client-first mindset
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- Proactive and commercially driven, comfortable generating current business through connections and referrals
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What's on offer
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- Salary £75,000-£100,000 (depending on experience) + discretionary annual bonus
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- Pension scheme, life assurance and a strong benefits package
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- Full paraplanning and admin support
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- An existing book of contacts as well as superb warm Leads and Introductions
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- Genuine long-term career development in a professional, supportive environment
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📌 Independent Financial Adviser (Seven Mile Beach)
🏢 Employment Specialists
📍 Seven Mile Beach