Financial Planner – Hybrid (East Anglia)

About the role

We are seeking an experienced Financial Planner to join a respected wealth‑management firm in East Anglia. Working from a hybrid model, you will manage an existing client portfolio and deliver comprehensive advice on pensions, investments, protection and estate planning.

Key responsibilities

• Provide holistic financial advice to an established client base.
• Develop new business through referrals, professional networks and personal contacts.
• Collaborate with a dedicated paraplanning and administration team to ensure high‑quality client outcomes.
• Maintain long‑term relationships and monitor client portfolios.

Required profile

• Minimum of 5 years’ experience as a Financial Planner.
• Strong technical knowledge of pensions, investments and financial planning.
• Proven ability to build and sustain client relationships.
• Commercially minded with a proactive approach to business development.
• Chartered status desirable but not essential.

Required skills

What we offer

• Existing client bank to hit the ground running.
• Full paraplanning and administrative support.
• Company car or car allowance.
• Performance‑related bonus and market‑leading benefits package.
• Hybrid working model and clear career progression.