Independent Financial Adviser - Individual Wealth Advice

Prospections (International) Limited; Norwich; On-site; GBP 75,000 - GBP 100,000; Full time

Job summary

A growing financial planning firm in England seeks an experienced Financial Adviser to join their Wealth Advisory team. In this role, you'll inherit a loyal client base and receive strong paraplanning support. Responsibilities include providing holistic financial planning advice, preparing tailored recommendations, and identifying new business opportunities through connections. Candidates should have over 5 years of regulated advice experience and strong technical knowledge. The firm offers competitive salary, company car, and excellent benefits.

Benefits

Salary £75,000-£100,000

Discretionary annual bonus

Company car or car allowance

Pension scheme

Life assurance

Strong benefits package

Full paraplanning and admin support

Career development opportunities

Qualifications

• 5+ years of regulated advice experience in a client-facing role.
• Strong knowledge in investments and tax-efficient planning.
• Proactive mindset with a focus on generating new business.

Responsibilities

• Provide holistic financial advice to existing and new clients.
• Prepare and present tailored recommendations across various areas.
• Work with technical and compliance support to uphold professional standards.
• Identify new opportunities through referrals and networking.

Skills

Client relationship building

Financial planning advice

Technical knowledge in pensions

Networking

Commercial drive

Job description

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-efficient 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
• Company car or car allowance
• 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