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Independent Financial Adviser-Client Bank Provided - Ipswich- to £55,000 + Bonus +Excellent Benefits

Posted: 18/03/26
Recruiter:Financial Divisions
Reference:3085891706
Type:Permanent
Salary:£50,000 - £55,000 Annual
Location:Ipswich, Suffolk
Description:

The Opportunity

Our 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 Role

You 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 objectives
  • Managing and developing relationships with existing clients
  • Building new business through referrals and provided leads
  • Working closely with paraplanners and administrators to ensure a seamless client journey
  • Maintaining strong technical knowledge and staying up to date with market and regulatory developments

About You

  • 2-3 years' experience as a Financial Adviser or Trainee Adviser
  • Level 4 Diploma in Regulated Financial Planning (or close to completion)
  • Commercially minded, driven, and motivated to grow a client bank
  • Strong communication skills with a client-centric approach
  • Ambitious and keen to continue progressing professionally

Full support is provided for those looking to work towards Chartered status.

What's on Offer

  • Salary to £55,000
  • Attractive bonus structure
  • Clear progression pathway and long-term career development
  • Existing client bank and consistent lead flow
  • Full paraplanning and administrative support
  • Collaborative, supportive team environment
  • Comprehensive benefits package

If you're a Financial Adviser looking to take the next step in your career within a well-established, client-focused firm, this could be an excellent move.

For more information, please contact Harry at Financial Divisions

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