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Insurance, Financial and LegalWe'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 AdviserProviding holistic Financial Planning advice to an existing bank of clients and developing new relationshipsPreparing and presenting tailored recommendations across pensions, investments, protection and estate planningWorking closely with in-house technical and compliance support to maintain high professional standardsIdentifying new advice opportunities through referrals,



networking and professional connectionsWhat we're looking for as Financial AdviserProven experience providing regulated advice in a client-facing role (ideally 5+ years)Strong technical knowledge across pensions, investments and tax-efficient planningA confident relationship-builder with a client-first mindsetProactive and commercially driven, comfortable generating new business through connections and referralsWhat's on offerSalary £75,000-£100,000 (depending on experience) + discretionary annual bonusPension scheme, life assurance and a robust benefits packageFull paraplanning and admin supportAn existing book of contacts as well as superb warm Leads and IntroductionsGenuine long-term career development in a professional, supportive environmentApply NowFill in the form and attach your CV belowName *Email *Telephone NumberAttach your CV * Accepted file types: pdf, doc, docx, rtf, txt, zip, Max.
file size: 5 MB.In order for us to help you find that perfect job, please send us your CV.
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📌 Senior Financial Adviser — Holistic Wealth Planning (Western Australia)
🏢 Employment Specialists
📍 Western Australia