Financial advisor Work, Jobs in Woolpit, Sfk (with Salaries)

Independent Financial Adviser
Metrita Wealth Management Ltd —Bury St. Edmunds
- £35,000 - £60,000 a year
- Full-time
- Analysis skills
- IT
- Construction
- Free parking
- Life insurance
Quick apply
7d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Bury St. Edmunds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Trainee Financial Adviser
Douglas Steers & Company —Ipswich
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Health & wellbeing programme
Quick apply
20h
Customer Service Advisor - Remote
WNS Global Services —Ipswich
- Part-time
- Remote
Quick apply
Insurance Advisor
Howden Group Holdings —Colchester
- Full-time
- Hybrid work
- Employee discount
In-house FCA Compliance Lead
Beyond Co —Newmarket
- £65,000 - £75,000 a year
- Hybrid work
- Financial services
- School
- Health & wellbeing programme
- Flexible schedule
Quick apply
People Advisor
Greene King —Bury St. Edmunds
- Full-time
- Microsoft Office
- Human resources
- Employee assistance programme
- Employee discount
HR Officer
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Data Entry and Customer Service Advisor (Full Time)
Express Appliances Ltd —Colchester
- £13.62 an hour
- Full-time
- Microsoft Word
- CRM software
- Customer service
- Employee discount
Quick apply
11d
Head of General Accounting (FTC until February 2028)
Penguin Books Limited —Colchester
- £70,000 - £80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
5d
Service Advisor
Steven Eagell Limited —Ipswich
- £28,000 - £35,000 a year
- Sales
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Quick apply
8d
Finance Manager - External Reporting
Greene King —Bury St. Edmunds
- Full-time
- Communication skills
HSEQ Advisor
Sodexo —Colchester
- Up to £38,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
Deputy Section 151 Officer
Colchester City Council —Colchester
- Up to £85,000 a year
- Full-time
Independant Financial Advisor - East Anglia
TC-Group —Colchester
- Full-time
- Tax experience
Quick apply
1d
Sales Manager - New Homes
untypical —Bury St. Edmunds
- Weekend availability
- Microsoft Excel
- Sales
- Computer literacy
- Employee assistance programme
Head of Heatsink Delivery
Sizewell C —Felixstowe
- £105,000 a year
- Full-time
- Analysis skills
- Project management
- Organisational skills
13d
Junior Commercial Advisor
Verisure Services (UK) Limited —Newmarket
- £3,800 a month
- Full-time
Quick apply
HR Advisor
Forestry England —Wendover
- £33,854 a year
- Part-time
- Hybrid work
- Management
- English
- Free parking
- Employee discount
9d
Sales Advisor
The Perfume Shop —Colchester
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount

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Independent Financial Adviser

Metrita Wealth Management Ltd
Bury St. Edmunds

Quick apply

Job details

Full-time
£35,000 - £60,000 a year
7 days ago

Benefits

Free parking
Company pension
Private medical insurance
Life insurance
Sick pay

Qualifications

Financial planning
Report writing
Analysis skills
IT
Construction

Full job description

Independent Financial Adviser — Full Time

Metrita Wealth Management | Bury St Edmunds, Suffolk

Company Description

Metrita Wealth Management Limited is an independent financial advice firm based in Bury St Edmunds, supporting individuals, families, and professionals across the UK.

The firm provides tailored guidance on retirement and pension planning, investment and wealth management, preservation of wealth for future generations, mortgage advice, and personal protection, including life insurance, critical illness, and income protection. In addition, they also provide financial advice and guidance to UK businesses large and small.

Metrita Wealth Management focuses on understanding each client’s priorities, explaining options clearly, and delivering honest, thoughtful financial planning.

As an independent firm, its recommendations are based solely on what is in the client’s best interests, building long-term relationships founded on trust. The team is committed to offering clarity, confidence, and a personal, listening-led approach to financial advice.

Role Description

This is a full-time Financial Advisor role based in Bury St Edmunds. The Financial Advisor will meet with new and existing clients to understand their financial goals, assess their current circumstances, and develop tailored financial plans.

Daily responsibilities include advising on pensions and retirement strategies, investments, and wealth management solutions, as well as providing guidance on mortgages and personal protection products where appropriate.

The role involves conducting research on financial products and markets, preparing suitability reports, maintaining accurate client records, and ensuring recommendations comply with regulatory requirements.

The Financial Advisor will also help nurture long-term client & professional relationships, respond to client queries in a timely manner, and contribute to the firm’s professional, client-focused culture.

Requirements

Strong financial planning skills, including experience in holistic Financial Planning and core Finance principles.
Expertise in Retirement Planning, with the ability to design and review pension strategies aligned with client goals.
Knowledge of Investments and broader Financial Advisory practices, including risk profiling and portfolio construction.
Proven experience in client-facing advisory roles, with excellent communication, listening, and relationship-building skills.
High standards of integrity, attention to detail, and adherence to regulatory and compliance requirements.
Strong analytical, numerical, and report-writing abilities, with good IT skills and familiarity with financial planning tools.
Ability to manage a varied workload independently, work effectively in a team, and adapt to a hybrid working environment.

Qualifications

Relevant professional qualifications (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent) and commitment to ongoing professional development.
CeMAP or equivalent, Equity Release or Long-term Care qualifications are desirable but not essential.

What we offer

· Competitive remuneration package — salary plus commission (details on application)

· Full compliance and administration support via 2plan wealth management

· Access to the whole of market — no restricted panel

· A collaborative, supportive team environment in a well-regarded local practice

· Flexible working arrangements considered.

· Real opportunity to grow with the business.

How to apply

Send your CV and a short covering note to [email protected].

All applications treated in strict confidence. No agencies please.

Metrita Wealth Management | Bury St Edmunds, Suffolk | 01284 700619 | metritawm.co.uk.

Metrita Wealth Management is a trading name of Metrita Wealth Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Metrita Wealth Management Ltd is entered on the FCA register (www.fca.org.uk) under reference 838586.

Registered office: Metrita Wealth Management Ltd, 10 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR. Registered in England and Wales Number: 11832336.

Pay: £35,000.00-£60,000.00 per year

Benefits:

Company pension
Free parking
Life insurance
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in woolpit, sfk

Independent Financial Adviser

Will Writing & Estate Planning Advisor - | Full Training |

Trainee Financial Adviser

Customer Service Advisor - Remote

Insurance Advisor

In-house FCA Compliance Lead

People Advisor

HR Officer

Data Entry and Customer Service Advisor (Full Time)

Head of General Accounting (FTC until February 2028)

Service Advisor

Finance Manager - External Reporting

HSEQ Advisor

Deputy Section 151 Officer

Independant Financial Advisor - East Anglia

Sales Manager - New Homes

Head of Heatsink Delivery

Junior Commercial Advisor

HR Advisor

Sales Advisor

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