Financial Adviser

3 weeks ago


Norwich, United Kingdom Harrold Financial Planning Ltd Full time

**Company description**

HFP started in business in 1988. We provide informed, impartial and independent financial advice across the full range of financial services.

We have a full and diverse range of clients.

We are well respected locally and build long-standing relationships with our clients.

**Job description**

Due to increased growth, we have a rare opportunity to join our team. The role is to be an employed adviser and can be based in either of our Hingham or Norwich offices, or working between the two.

**Key Responsibilities**

Conducting in-depth financial reviews with clients, ensuring that their goals are met.

Providing expert advice on investments, retirement planning, estate planning, and other financial matters.

Building and maintaining strong client relationships through effective communication and excellent customer service

Staying up-to-date with industry trends, regulations, and best practices.

Working collaboratively with the support team to ensure the best outcomes for clients.

**Essential Requirements**

Level 4 qualified (minimum)

Good communication and listening skills

Team player

Honesty / integrity

If you do wish to increase your learning and progress to Chartered status, we will happily support you and we also have a reward scheme in place to give you some added motivation.

Work remotely: No (but on occasions working from home if needed)

**Salary**: From £40,000.00 per year, depending on experience, with unlimited bonus potential

**Salary**: From £40,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Application deadline: 08/03/2024


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