Financial Adviser

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step.

• Full training and ongoing development through an in-house academy, ensuring you are fully supported in building your career.
• Work with a ready-made client base – no need to start from scratch – and develop long-term relationships providing financial guidance.
• Collaborative, inclusive culture with modern offices, annual company events, and a strong focus on professional development and employee wellbeing.

• Conduct client fact-finding meetings and financial reviews to understand objectives, risk appetite, and circumstances.
• Build tailored financial plans covering investments, pensions, protection, and estate planning.
• Provide advice on regulated investment products, including ISAs, SIPPs, bonds, OEICs, ETFs, and discretionary fund management.
• Support retirement and pension planning, including drawdown strategies and tax-efficient solutions.
• Recommend protection solutions such as life assurance, income protection, and critical illness cover.
• Maintain long-term client relationships through ongoing reviews and proactive advice, ensuring compliance with FCA regulations and Consumer Duty requirements.

• Diploma-qualified (Level 4 minimum) and ideally with 1–2 years’ experience in financial services.
• Coachable, curious, and motivated to grow in a structured career path.
• Strong interpersonal skills with the ability to explain complex financial matters clearly.
• Analytical and organised, with attention to detail and a client-first approach.

This is an exciting opportunity for driven advisers to join a fast-growing firm in Norwich, gain structured training, work with a wide client base, and develop their career in a supportive environment.
Don’t miss out – apply today!