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Financial Planning Specialist

2 months ago

Norwich, Norfolk, United Kingdom Lovewell Blake Full time
Financial Adviser Opportunity

We are seeking a highly skilled Financial Adviser to join our team at Lovewell Blake in Norwich. As a Financial Adviser, you will play a crucial role in providing comprehensive financial planning services to our clients, leveraging your expertise in Banc Assurance and IFA experience.

The ideal candidate will have a strong understanding of commercial awareness, financial management, and technical knowledge. You will be responsible for managing client relationships, providing financial guidance, and contributing to the growth and development of our business.

We offer a dynamic and supportive work environment, with opportunities for professional development and growth. Our team is committed to delivering exceptional client service, and we are looking for someone who shares our values and is passionate about making a difference in the financial services industry.

Key Responsibilities
  • Provide comprehensive financial planning services to clients
  • Manage client relationships and develop new business opportunities
  • Contribute to the growth and development of our business
  • Stay up-to-date with industry developments and best practices
What We Offer
  • Annual paid volunteering day
  • Buy/sell holiday
  • Employee assistance programme
  • Free parking
  • Full study package
  • Paid professional subscriptions
  • Dress for diary