Financial Advisor Position

2 days ago


Norwich, Norfolk, United Kingdom Financial Divisions Full time
Servicing Financial Advisor Position

About the Role:

We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.

Key Responsibilities:

  • Collaborate with advisers to craft recommendations and conduct thorough research and analysis of products and providers.
  • Conduct annual reviews for valued clients and maintain meticulous records.
  • Review contracts and continually explore investment funds.
  • Work alongside three Partners to prepare recommendations and ensure adherence to company standards.

Requirements:

To thrive in this role, you will need at least 2 years plus experience as a paraplanner or Trainee Advising along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.

What We Offer:

In return for your expertise and dedication, we offer a competitive salary, generous annual leave, pension contributions, professional development support, a varied client base, and a supportive and collaborative environment.



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