Independent Financial Adviser-Client Bank Provided - Ipswich- to £55,000 + Bonus +Excellen
The OpportunityOur client, a highly respected, award-winning independent wealth management firm near Ipswich is looking to appoint an ambitious Independent Financial Adviser to join its growing team.This is a fantastic opportunity for an Independent Financial Adviser with 2-3 years'' experience who is motivated to build long-term client relationships and develop their career within a supportive, forward-thinking environment. You''ll benefit from an existing client bank, a steady flow of leads, and full paraplanning and administrative support, allowing you to focus on delivering high-quality advice.The RoleYou will provide holistic, independent financial planning advice to clients across pensions, investments and protection, while continuing to build and develop your own portfolio.Responsibilities include:Delivering tailored financial planning advice aligned to client objectivesManaging and developing relationships with existing clientsBuilding new business through referrals and provided leadsWorking closely with paraplanners and administrators to ensure a seamless client journeyMaintaining strong technical knowledge and staying up to date with market and regulatory developmentsAbout You2-3 years'' experience as a Financial Adviser or Trainee AdviserLevel 4 Diploma in Regulated Financial Planning (or close to completion)Commercially minded, driven, and motivated to grow a client bankStrong communication skills with a client-centric approachAmbitious and keen to continue ..... full job details .....
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