IFA - Financial Planner - Individual Wealth Advice

We are looking for an experienced Financial Adviser, ideally chartered with a minimum of 5 years’ experience to join our growing Wealth Advisory team, providing high-quality independent financial advice to individuals, families, and business owners across the region.

• Location: Flexible around Bury St Edmunds, Cambridge or Norwich
• Hybrid, Full-Time

You will work with a loyal and expanding client base, supported by an excellent paraplanning and administration team, allowing you to focus on building trusted client relationships and delivering outstanding advice across pensions, investments, protection, and estate planning.

• Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
• Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
• Develop long-term relationships built on trust, integrity, and results.
• Prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
• Work closely with our in-house technical and compliance teams to ensure the highest professional standards.

We are seeking someone with:

• Chartered status advantageous
• Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections
• Proven track record of providing regulated advice in a client-facing role
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent communication and relationship-building skills.
• A client-centric mindset and commitment to professional excellence.

• Competitive salary £70,000 – £100,000
  , depending on experience.
• Discretionary annual bonus linked to company performance.
• Pension scheme
  , life assurance, and comprehensive employee benefits.
• Full administrative and paraplanning support.
• Genuine career development opportunities within a respected, growing group.

Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.

If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.