Senior Financial Advisor

6 days ago


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

We are currently seeking a Senior Financial Advisor to join our team at Service Service Employment Agency Limited. This is a full-time role that requires a minimum of 5 years' experience as a Financial Planner.

Key Responsibilities:
  • Providing expert financial guidance to clients and helping them achieve their financial goals.
  • Conducting in-depth reviews of clients' financial situations and creating personalized plans to help them achieve their goals.
  • Helping clients understand the nature of their relationship with their finances and making informed decisions that suit their needs.
  • Establishing clear goals and objectives for clients and creating tailored solutions to help them achieve these.
  • Staying up-to-date with the latest financial products and legislation to provide expert advice.
Requirements:

To be successful in this role, you will need:

  • A minimum of 5 years' experience as a Financial Planner.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial planning software and systems.
Salary and Benefits:

This role comes with a competitive salary of £62,500 per annum, plus a range of benefits, including:

  • Pension scheme.
  • Private medical insurance.
  • Death in service policy.
  • Mileage allowance.
  • Bonus payments.
  • Free parking.
  • 28 days holiday, including closure between Christmas and New Year.
  • In-house admin and paraplanning support.


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