Back to top

Financial Services

East Anglia


Private Client Adviser - East Anglia - up to £70k

Our client is going through a period of expansion and is looking for a Private Client Adviser to join their team, as part of a home based position in East Anglia. The client offers great benefits in addition to a bonus scheme – possibility to earn £55-70k, depending on experience. Specific Activities Include:

  • Meet clients and conduct in-depth reviews of clients financial circumstances, current provision and future aims
  • Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. 
  • Deal with client affairs with integrity and efficiency.
  • Prepare recommendation reports, with the support of the Paraplanning team.
  • Ensure sufficient client information is obtained and analyse information gathered, inputting information into the CRM system.
  • Ensure all revenue targets are met and work is completed in a compliant manner 
  • Undertake sufficient product and market research 
  • Respond to referrals within agreed SLA. 
  • Assist clients to make informed decisions and build strong relationships with them
  • Comply with FCA rules, as well as the company’s Compliance and T&C procedures. 
  • Undertake Continuous Professional Development when appropriate

Skills / Knowledge required:

  • Customer Focus
  • Resilience
  • Decisiveness
  • Planning & Organising
  • Technical Knowledge of products
  • Strong Communication skills; Verbal, Non Verbal and Written
  • Strong Time Management and Negotiation skills
  • Able to work independently and as part of a team.
  • Strong technical skill in regulated planning
  • Good knowledge of IT systems and packages
  • Comfortable at presenting to various group sizes

Qualifications and Experience:

  • Level 4 as a minimum  
  • Ideally working toward Chartered 
  • Experience with research, analysis and interpretation, file preparation, and report writing
  • Regulated sales experience
  • Client management experience

If you are interested in this position, please email your CV to

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.