Financial Planner with Attractive Benefits Package
9 hours ago
Job Overview
We are seeking a Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing client bank transfers from retiring advisors over the next 3 years and bringing on new clients.
About the Role
This is a BRAND NEW ROLE that offers an attractive salary and benefits package, including £50k - £70k basic salary, bonus, and hybrid working arrangements. You will work with HNW individuals with £150k - £350k of investable assets, geographically spread across East Anglia and London.
Key Responsibilities
- Manage existing client relationships and bring on new clients.
- Work closely with HNW individuals to provide financial planning services.
Requirements
- A minimum of 3 years of solid advising experience as a Financial Planner.
- Gravitas and capabilities to work with high net worth individuals.
Benefits
In addition to the attractive salary and bonus, this role offers flexible working arrangements, allowing you to work from home and manage your own affairs. We are committed to supporting our employees in their personal and professional growth.
About the Company
Financial Divisions is a leading financial services company dedicated to providing expert advice to individuals and businesses. We are passionate about delivering exceptional service and building long-term relationships with our clients.
-
Financial Planner
4 weeks ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeFinancial Adviser OpportunityWe are seeking a skilled Financial Adviser to join our team at Financial Divisions. As a key client of ours, we have a unique opportunity for a Financial Adviser to manage an existing book of business from a retiring adviser, as well as bring on new clients.Key Responsibilities:Manage existing clients and bring on new...
-
Financial Planner
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleOur client, a boutique financial planning practice in Norwich, is seeking a skilled Financial Planner to join their advice team. As a Financial Planner, you will work independently with clients, providing expert advice on pensions, investments, protection, and tax planning.Key ResponsibilitiesConduct in-depth reviews of clients' financial...
-
Financial Planner
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team in Norwich. As a Financial Planner, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current...
-
Financial Planner
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team in Norwich. As a Financial Planner, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth reviews of clients' financial circumstances, current...
-
Financial Planner
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleOur client, a reputable financial planning practice in Norwich, is seeking a skilled Financial Planner to join their team. As a boutique practice, they provide independent advice to clients nationwide, covering a range of cases including pensions, investments, protection, IHT, tax, and retirement planning.Key ResponsibilitiesConduct in-depth...
-
Financial Planner
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleOur client, a reputable financial planning practice in Norwich, is seeking a skilled Financial Planner to join their team. As a boutique practice, they provide independent advice to clients nationwide, covering a range of cases including pensions, investments, protection, IHT, tax, and retirement planning.Key ResponsibilitiesConduct in-depth...
-
Financial Planner
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleOur client, a reputable financial planning practice in Norwich, is seeking a skilled Financial Planner to join their team. As a boutique practice, they provide independent advice to clients nationwide, covering a range of cases including pensions, investments, protection, IHT, tax, and retirement planning.Key ResponsibilitiesConduct in-depth...
-
High Net Worth Financial Specialist
1 week ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeAbout the Role:We are seeking a highly skilled Financial Adviser to manage an existing book of business from a retiring adviser and bring on new clients for our company, Financial Divisions.Key Responsibilities:Manage client bank generating from retiring adviser over the next 3 yearsBring on new clientsWork with HNW individuals and provide a quality...
-
Financial Planning Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom CV Library Full timeFinancial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience...
-
Financial Planning Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom CV Library Full timeFinancial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience...
-
Financial Planning Administrator
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our back-office systems.Key...
-
Financial Planning Administrator
2 months ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our back-office systems.Key...
-
Financial Planning Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom CV Library Full timeFinancial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.This role has arisen due to company growth...
-
Financial Planning Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom CV Library Full timeFinancial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.This role has arisen due to company growth...
-
Financial Planning Administrator
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Service Service Employment Agency Limited. As a key member of our administration team, you will play a vital role in providing exceptional support to our financial planners and clients.Key Responsibilities:Provide administrative...
-
Financial Planning Administrator
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Service Service Employment Agency Limited. As a key member of our administration team, you will play a vital role in providing exceptional support to our financial planners and clients.Key Responsibilities:Provide administrative...
-
Financial Planning Assistant
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...
-
Financial Planning Assistant
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...
-
Financial Planning Assistant
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...
-
Financial Planning Assistant
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...