Jobs in Swanton Morley

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