Financial Planning Professional

2 weeks 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.

As a Level 4 qualified Financial Planner, the successful candidate will provide a comprehensive financial planning service to both new and existing clients, working in a 'whole of market' environment. They will have the autonomy to develop their area and client bank, becoming an integral part of the team with high levels of support from a dedicated administrative and management structure.

Key Responsibilities
  • Provide financial planning services to clients, including financial management and results-oriented advice
  • Develop and maintain strong client relationships, with excellent communication and influencing skills
  • Work collaboratively with the team to achieve business development opportunities and commercial awareness
  • Stay up-to-date with industry developments and best practices, with ongoing training and development support
Benefits
  • 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

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