17 Sep
|
Employment Specialists
|
Western Australia
17 Sep
Employment Specialists
Western Australia
Job Description
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... 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.
What you'll be doing as Financial Adviser n
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Providing holistic Financial Planning advice to an existing bank of clients and developing recent 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 n
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Proven experience providing
regulated advice
in a client-facing role (ideally 5+ years)
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Solid 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 new business through connections and referrals
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What's on offer n
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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 solid 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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#J-*****-Ljbffr
📌 Independent Financial Adviser (Western Australia)
🏢 Employment Specialists
📍 Western Australia