IFA - Financial Planner - Individual Wealth Advice
We are looking for an experienced Financial Adviser with a minimum of 5 years’ experience to join our growing Wealth Advisory team, providing high-quality independent financial advice to individuals, families, and business owners across the region.
Posted:
4/11/25
Location:
East Anglia
Hours:
Full-time
Flexibility:
Hybrid
Yearly salary:
£75,000 - £100,000
Job type:
Financial Adviser
You will work with a loyal and expanding client base, supported by an excellent paraplanning and administration team, allowing you to focus on building trusted client relationships and delivering outstanding advice across pensions, investments, protection, and estate planning.
Key responsibilities
Provide clear, holistic financial planning advice to our existing clients, to which you will also build and attract new clients.
Develop long-term relationships built on trust, integrity, and results.
Prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
Work closely with our in-house technical and compliance teams to ensure the highest professional standards.
Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
About you
We’re seeking someone with:
Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards this is an advantage).
Proven track record of providing regulated advice in a client-facing role.
Strong technical knowledge across pensions, investments, and tax planning.
Excellent communication and relationship-building skills.
A client-centric mindset and commitment to professional excellence.
What we offer
Competitive salary £75,000 – £100,000, depending on experience.
Discretionary annual bonus linked to company performance.
Company car or car allowance.
Pension scheme, life assurance, and comprehensive employee benefits.
Full administrative and paraplanning support.
Genuine career development opportunities within a respected, growing group.
About us
Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.
If you’re an experienced adviser looking for a professional environment where you can thrive, we would love to hear from you.
Benefits
25 days annual leave + Bank Holidays (option to purchase up to three additional holiday days in April each year)
Discretionary annual Company bonus scheme
Life Insurance (4x annual salary)
Bupa Cashplan
Salary Exchange pension scheme
Supported professional training and development
Discounted financial services and insurance products
Funded professional memberships
Recruitment referral incentive bonus ‘refer a friend’
