Independent Financial Advisor - Capio Recruitment Financial Planning : Job Details

Role: Independent Financial Adviser - Warm Client Bank

Location: Hybrid (Ipswich-based)Salary: £50,000 - £70,000 + Bonus + Benefits

We’re working with a long-established, independent financial planning firm, 50 years in the business, that’s looking to welcome a new Independent Financial Adviser into their growing team.

They’ve built an excellent reputation for delivering high-quality advice, with strong ties in the corporate space and a solid, loyal client base. Due to continued growth, they’re now seeking an adviser to focus on private client advice, working with an established client bank and converting leads for inidvidual clients genertaed within meetings for corporate & EB advice.

What’s on Offer:

• Warm client bank - you’ll be given clients to manage from day one
• Hybrid working - typically 1-2 days office presence required
• Structured career development - support toward Chartered status
• Young, dynamic advice team
• Strong back-office support to let you focus on advice

Package Includes:

• Basic salary: £50,000 - £70,000 (DOE)
• £5,000 car allowance
• Bonus structure - based on performance, KPIs, and business success
• 25 days holiday, plus 1 extra day per year (up to 5 years)
• Private medical insurance (Bupa) - employer pays the excess
• Group life assurance - 3x basic salary
• Income protection scheme
• Scottish Widows pension - 6% employer, 4% employee
• Study support - half study package paid and CII membership funded

Ideal Candidate:

• Previous experience as an IFA or Financial Planner and holding current SPS & CAS
• Level 4 Diploma qualified
• A team player with a client-first approach
• Personable, proactive and eager to build long-term relationships
• Looking to develop and potentially progress toward Chartered status

This is a rare opportunity to step into a high-quality, client-facing role without the pressure of building a book from scratch. If you’re looking for a firm where clients come first, culture is key, and you can truly thrive—this could be the move for you.

Apply now or drop us a message to find out more.