Wealth Adviser: Grow Client Wealth with Trusted Guidance

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

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.