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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
- 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-effective 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
- 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
Apply Now
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📌 Senior Financial Adviser — Holistic Wealth Planning (Town of Cambridge)
🏢 Employment Specialists
📍 Town of Cambridge
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