Average Financial Services salary in East Anglia

Financial Advisor Up to £55,000 Hybrid working This role is best suited to those who hold a Level 4 Diploma and with 1+ years of experience giving financial advice. The company are offering up to £55,000 salary, dependent on experience and qualifications. You will be provided with a pre-existing client bank. The Business The business is a well-established Financial Services firm who have been in operation for over 10 years with several advisors working within the Essex area. The firm have plans to expand the business in the coming years and are looking to grow the team. They also have links with a large accountancy practice. The Role The role will be centered around providing advice to help maintain the existing client relationships with the existing client bank provided. This will enable the firm to maximize opportunities provided by the accountancy practice to support growth plans. Administration and Paraplanning support is already in place. The Benefits Salary up to £55k (Dependent on experience and qualifications).Discretionary bonus.Flexible working arrangement.25 Holiday days plus bank holidays.Employer pension scheme - Increasing to 7.5% in year 2.Healthcare scheme.Free parking. If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest. Synonyms Financial adviser, financial planner

Financial Advisor, East Hertfordshire Up to £70k Hybrid working If you are an experienced financial advisor looking for a new role with a proper wealth advice business, then this position could be for you. The firm is an experienced wealth wing to a large law firm based in East Hertfordshire. The firm has a number of clients that need taking over whilst also having a large number of leads from the law business to work through, so the role can be focussed toward existing clients or new business, it's up to you! The Business The firm is a law business with a large number of lawyers dealing with a range of services, and you'll be working with the wealth advice wing of this business. They are a whole of market firm who put the client at the centre of everything they do, with the ultimate aim of helping their client reach their financial goals. It's a smaller team with a few advisors and the back office team to support you. The Role Working as an advisor with this business, you will take on a number of existing clients the business works with, as well as taking on new business from the law firm. Naturally the leads that come through are from the business's existing clients, so they are very convertible. Minimal travel will be required as the majority of the firm's clients like to visit the office for face to face meetings, or are happy with phone/teams calls. As such the firm is looking for someone who is happy working with the team in the office five days a week. Benefits A salary range of £50,000 to £70,000 dependent upon experienceExam SupportParaplanning/admin supportHoliday/pension schemeLife coverThe firm can be flexible and are happy to discuss benefits Desired Experience Level four qualifiedExperience as an advisorWorking toward chartered is a preference but not essential Applying If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further Synonyms Wealth advisor, financial planner, financial adviser, wealth manager

A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants. Key Duties & Responsibilities Include: Processing premium paymentsAnswering the telephone, note and message taking, dealing with enquiriesCreating new files.Maintaining accurate client and policy records through client management systems and associated IT solutionsLiaising with third parties to obtain client valuations.Preparing illustrations for products, ready for advice team to present at client meetings.With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customerLiaising with product providers and head office to maintain up to date product knowledgeEnsuring that all compliance procedures are adhered to Skills & Experience Required: 2 years minimum IFA Administration experienceDriven, with a 'can-do’ attitudeA high degree of accuracy and attention to dealExcellent organisational and planning skills with the ability to prioritise workloadsStrong IT skills, including the use of MS Word, Excel & OutlookGCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent) Benefits Include (subject to eligibility): Health & wellbeing programmeCompany eventsAdditional leaveCompany pensionEnhanced maternity and paternity leaveCycle to work schemeLife insurancePaid volunteer timeReferral programmeHybrid working upon successful completion of a probationary period