Financial Planning Professional

1 week ago

Norwich, Norfolk, United Kingdom Service Service Full time
Financial Planning Opportunity

Service Service, a well-established Financial Planning Practice, is seeking a skilled Financial Planner to join their experienced team. With offices in Norfolk and Suffolk, the company has a strong client following and has been a top 100 UK rated firm for several years.

About the Role

The successful candidate will be an employed adviser, with the opportunity to work across both or one of the company's offices. They will receive an existing book of clients to service, a basic salary (negotiable dependent on experience) plus bonus.

The ideal candidate will be Level 4 qualified, with a good understanding of working in an IFA practice environment. They will provide a comprehensive financial planning service to both new and existing clients, and be a 'whole of market' adviser.

Key Responsibilities
  • Provide financial planning services to clients, including financial management and results-oriented advice
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices
  • Contribute to the company's growth and success
What We Offer

Service Service offers a range of benefits, including:

  • Buy/sell holiday
  • Dress for the day
  • Employee assistance programme
  • Professional qualification support
  • Free parking
  • Workplace pension scheme
  • Free medical cover
  • Office hours are 9-5 (flexible)
  • Christmas parties, summer parties, and ad hoc team events
  • Cycle to work and other discount schemes
  • 25 days annual leave
  • Agile working
  • Paid volunteering
  • Full study package
  • Paid professional subscriptions
How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.

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