Skip to Main Content

Job Title


Financial Adviser (Self-Employed)


Company : Synchronicity Group


Location : Norwich, Eastern


Created : 2025-06-11


Job Type : Full Time


Job Description

Financial Adviser (Self-Employed) East AngliaIncrease your chances of an interview by reading the following overview of this role before making an application. Covering Norfolk, Suffolk, Cambridge & North EssexWe are partnering with one of the UKs largest and most respected Accountancy practices as they continue to grow their financial planning division across East Anglia.This is a self-employed opportunity with significant support, infrastructure, and lead generation in place. Youll benefit from warm referrals through accountancy offices and introducers, working with a diverse and affluent client base typically 250k+ AUM, including HNW individuals 500k+.Whats on offer: Very good percentage splits Consistent lead flow from the Accountancy network Paraplanning & Admin support provided Access to high-quality clients and introducers Build your own business within a businessThe role: Provide holistic, independent financial advice to new and existing clients Review clients' circumstances and tailor solutions to meet their financial goals Build long-term, trusted client relationships Play a key role in expanding the financial planning footprint across the regionWhat we're looking for: Level 4 Diploma in Financial Planning (Chartered or working towards a bonus) Proven experience as a Financial Adviser with a track record of client relationship development Background in or understanding of accountancy practices is an advantage Self-motivated with strong communication and organisational skills Solid technical knowledge across pensions, investments, protection, and tax planning If you're a driven adviser looking for autonomy, high-quality support within a growing, reputable firm, lets talk. DM me or apply now to find out more.