Independent Financial Adviser

Overview

In this Financial Adviser role, you’ll deliver holistic planning to an established client base within a growing East Anglia firm. You’ll work with solid paraplanning and admin support to focus on advice and client relationships. This position emphasizes strengthening existing ties while growing new ones through referrals and networking. You’ll present tailored recommendations across pensions, investments, protection, and estate planning, upholding high professional standards. A meaningful opportunity to shape clients’ financial futures in a supportive team.

Pay / Benefits

• Salary 75,000-100,000 (depending on experience)
• Discretionary annual bonus
• Company car or car allowance
• Pension scheme
• Life assurance
• Full paraplanning and admin support

Responsibilities

• Provide holistic financial planning to an existing client bank and develop new relationships
• Prepare and present tailored recommendations across pensions, investments, protection, and estate planning
• Collaborate with in-house technical and compliance support to maintain high professional standards
• Identify new advisory opportunities through referrals, networking and professional connections

Key requirements

• Proven experience providing regulated financial advice in a client-facing role (ideally 5+ years)
• Strong technical knowledge across pensions, investments and tax-efficient planning
• Confident relationship-builder with a client-first mindset
• Proactive and commercially driven, comfortable generating new business through connections and referrals

• Client-centric mindset
• Relationship-building
• Proactivity
• Pensions
• Investments
• Tax-efficient planning

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