Financial Adviser, East Anglia. Self-Employed or Employed plus benefits and bonus.
I am working with one of the UK’s largest, leading Accountancy practices who are looking to further expand and grow their financial planning arm in the East Anglia region (Norfolk, Suffolk, Cambridge & North Essex). Plenty of leads provided through the Practice offices as well as other introducers. A wide range of clients, typically from £250k AUM upwards and includes HNW clients.
Full paraplanning and administration support provided.
Great opportunity to move in to a Management/Director role as would like this individual to build a team over team.
*You’ll be responsible for providing independent, holistic advice to predominantly new clients initially while building a client portfolio.
*Reviewing clients existing circumstances and providing appropriate solutions to help them achieve their financial objectives and goals.
*Building and developing lasting relationships with clients, as a trusted Adviser to them.
To apply:
*You must be Level 4 Diploma qualified in Financial Planning. Chartered or working towards a distinct advantage.
*Have previous experience as a Financial Adviser and can demonstrate the ability to build long term client relationships.
*Previous experience working with Accountancy Practice an advantage.
*A strong communicator and able to self-manage with minimal supervision.
*Good knowledge of tax, protection, pension and investment planning.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.