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Financial Planner

2 months ago

Norwich, United Kingdom Recruit UK Full time

Job Title: Financial Adviser

Industry: Financial Planning

Location: Norwich

Salary: up to £60,000

Job Reference: 9205

Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm in Norwich

Our client is an independent financial planning company who have been established for over 15 yrs. They specialise in offering a bespoke service to all clients, including retirement planning, tax planning, investment management and more

Due to growth, they are looking to bring on an adviser to take over small client book as well developing new relaionships. You’ll be busy servicing clients from day 1, with support from a dedicated administration team. There will also be ample opportunity for you to develop your own network and client base, with support from management.

Benefits:

  • Competitive salary of up to £60,000
  • Discretionary bonus based on company performance
  • Generous commission based on recurring and new business
  • Up to 23 days holiday
  • Hybrid working, manage your own diary
  • Pension contribution
  • Christmas closure and birthday off
  • Exam support, if you are keen to become Chartered
  • Administration support
  • Opportunity to work with Directors to improve business structure/strategies
  • Private medical

Skills and experience required:

  • 2 years experience working as a Financial Adviser
  • Diploma Level 4
  • Competent Adviser Status
  • Experience managing and building client relationships
  • No existing client book required, although you can bring if applicable

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Financial Adviser.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.