Financial Services Professional

3 days ago


Norwich, Norfolk, United Kingdom Service Service Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Professional to join our team at Service Service. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial planning services to new and existing clients, including investment advice and wealth management.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Work closely with our experienced team of administrators and paraplanners to deliver high-quality services to clients.
  • Stay up-to-date with industry developments and best practices, ensuring our clients receive the latest advice and guidance.
  • Contribute to the growth and development of our business, identifying new business opportunities and developing strategies to achieve them.
Requirements
  • Level 4 qualified in financial services, with a strong understanding of the industry and its regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Commitment to ongoing professional development, staying up-to-date with industry developments and best practices.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career progression and professional development.
  • A comprehensive benefits package, including health insurance, pension scheme, and paid annual leave.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
  • Opportunities to work with a wide range of clients, from individuals to businesses, and to develop your skills and expertise in financial services.


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