Financial Planner
13 hours ago
Our 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 Responsibilities- Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims;
- Design financial strategies to help clients achieve their goals and objectives;
- Research information from various sources, including providers of financial products;
- Keep up to date with financial products and legislation;
- Contact clients and set up meetings, either within an office environment or in clients' homes or business premises;
This is a full-time, employed role that will be varied and challenging.
Benefits- Life Cover;
- 8% Pension contribution;
- Flexible working hours;
- 25 days holiday plus bank holidays;
- Sick pay scheme.
The successful candidate will have the opportunity to work independently with confidence and will be supported by a team of experienced professionals.
The salary for this role is £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.
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Financial Planner
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Financial Planner
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeFinancial Planning OpportunityService Service is seeking a skilled Financial Planner to join their experienced team in Norfolk and Suffolk. As a Financial Planner, you will be responsible for providing a comprehensive financial planning service to both new and existing clients.The successful candidate will have a strong understanding of the Financial...
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Financial Planner
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Financial Planner
7 days 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, IHT, tax, and retirement planning.Key ResponsibilitiesConduct in-depth reviews of...
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Financial Planner
1 week ago
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Financial Planning Assistant
6 days ago
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Financial Planning Assistant
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant Job DescriptionOur 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 work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales...
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Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant Job DescriptionOur 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 work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial Planner Assistant Job DescriptionOur 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 work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have...
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7 days 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...
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6 days ago
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Financial Planning Assistant
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur 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 work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience working in a Financial Planning...
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Financial Planning Assistant
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur 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 work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience working in a Financial Planning...