Wealth Manager

2 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Service Service Employment Agency Limited is partnering with a reputable independent financial planning practice based in Norwich to recruit a talented Financial Planner.

About the Practice

Our client provides unbiased advice to clients across the UK, leveraging market-leading systems and research tools. The ideal candidate will be confident working independently and have excellent communication skills.

Responsibilities and Requirements
  • Contacting clients and setting up meetings.
  • Conducting in-depth reviews of clients' financial circumstances.
  • Designing financial strategies to help clients achieve their goals.
  • Maintaining knowledge of financial products and legislation.
  • Experience using Intelligent Office (I).

This is a full-time, employed role offering a competitive salary and benefits package.



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