Wealth Adviser: Proactive Growth, Retirement & Tax Planning

Alan Boswell Group; Norwich; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Discretionary annual bonus

Company car or car allowance

Pension scheme

Life assurance

Employee benefits

Job summary

Alan Boswell Financial Planning, part of the Alan Boswell Group, is seeking an experienced adviser to proactively grow its client base while delivering tailored retirement, investment and tax planning guidance.

You will build long-term relationships with an existing bank of clients and generate new business through networking and referrals, supported by comprehensive paraplanning and admin resources to help you focus on client outcomes.

Qualifications

• Chartered status advantageous.
• Proactive and commercially driven, with energy to generate new business through networking and referrals.
• 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.

Responsibilities

• 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.

Skills

Proactive & commercially driven

Generate new business

Regulated advisory experience

Strong pensions knowledge

Investments & tax planning

Excellent communication

Client relationship skills

Job description

Alan Boswell Financial Planning, part of the Alan Boswell Group, is seeking an experienced adviser to proactively grow its client base while delivering tailored retirement, investment and tax planning guidance.

You will build long-term relationships with an existing bank of clients and generate new business through networking and referrals, supported by comprehensive paraplanning and admin resources to help you focus on client outcomes.