Financial Services Professional

3 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Service Service Employment Agency Limited is seeking a Client Focused Independent Financial Adviser.

The estimated salary for this role is £28,000 - £38,000 per annum, depending on experience.

This position will be based in central Ipswich and requires you to provide hybrid support to the designated Team Leader in client service support and paraplanning support. You will maintain confidentiality and data protection at all times, participate in process design and improvement, and contribute to the delivery of high-quality client advice and service.

Your responsibilities will include providing day-to-day technical administrative support, accurately updating client information, and maintaining administrative work in Intelliflo Office (iO). Additionally, you will conduct fund research and analysis, prepare initial financial plans, and consult with Wealth Managers on client investment and tax planning.

To be successful in this role, you will require a CII Level 4 Diploma in Financial Planning or equivalent qualification, as well as GCSE English and Maths. The working hours are 5 hours per week, Monday to Friday, with annual leave starting at 23 days plus Bank holidays and discretionary additional company Christmas leave.

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