Financial Planner

1 week ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
About the Role

Our client, an independent financial planning practice based in Norwich, is seeking a skilled Financial Planner to join their advice team. As a boutique practice, they provide independent advice across a diverse range of cases, including pensions, investments, protection, IHT, tax, and retirement planning.

Key Responsibilities
  1. Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
  2. Help clients understand their relationship with their finances and make informed decisions.
  3. Design financial strategies to help clients achieve their goals and objectives.
  4. Research information from various sources, including providers of financial products.
  5. Stay up-to-date with financial products and legislation.
Requirements
  • Experience using Intelligent Office.
  • Ability to work independently with confidence.
  • Flexibility to work remotely and adapt to changing circumstances.
What We Offer
  • Life Cover.
  • 8% Pension contribution.
  • Flexible working hours.
  • 25 days holiday plus bank holidays.
  • Sick pay scheme.

This is a full-time, employed role with a competitive salary of £45,000.00 per year, depending on experience, qualifications, and serviceable client bank. Candidates with fully portable client banks will attract a higher-paying salary. Salary will be reviewed every 3 months for the first year. All staff qualify for profit-related bonuses.


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