Current jobs related to Financial Planning Professional - Norwich, Norfolk - Service Service

  • Financial Planning Assistant

    4 weeks ago

    Norwich, Norfolk, United Kingdom Fram Executive Search Limited Full time

    Paraplanner Opportunity at a Well-Established Financial Planning FirmFram Executive Search Limited is collaborating with a reputable, directly authorised financial planning firm in Norwich, seeking a Paraplanner to join their expanding team. This opening has arisen due to internal career progression, with a paraplanner transitioning to a trainee advisor...

  • Financial Planning Assistant

    4 weeks ago

    Norwich, Norfolk, United Kingdom Fram Executive Search Limited Full time

    Paraplanner Opportunity at a Well-Established Financial Planning FirmFram Executive Search Limited is collaborating with a reputable, directly authorised financial planning firm in Norwich, seeking a Paraplanner to join their expanding team. This opening has arisen due to internal career progression, with a paraplanner transitioning to a trainee advisor...

  • Exceptional Financial Planning Professional Wanted

    3 weeks ago

    Norwich, Norfolk, United Kingdom Fram Executive Search Full time

    Financial Planning Expert Wanted for Essex-based FirmFram Executive Search is assisting a growing Financial Planning firm in Essex in their search for an experienced financial planner. The ideal candidate will be a Chartered or close to Financial Planner, with a strong track record of managing client portfolios and developing new business.Key...

  • Financial Planning Associate

    4 weeks ago

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

    Financial Planning OpportunityService Service Employment Agency Limited is seeking an experienced Paraplanner 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 research and report writing support to...

  • Financial Planning Associate

    2 months ago

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

    Paraplanner / Technical PlannerOur client, a leading employer in the county, is seeking an experienced Paraplanner 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 research and report writing support...

  • Financial Planning Associate

    2 months ago

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

    Paraplanner / Technical PlannerOur client, a leading employer in the county, is seeking an experienced Paraplanner 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 research and report writing support...

  • Financial Planning Administrator

    2 months ago

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

    Job 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 time

    Job 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 Service Service Employment Agency Limited Full time

    Financial Planning AssistantService Service Employment Agency Limited is seeking an experienced Financial Planning Assistant to join their established Financial Planning team. This role offers an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience...

  • Financial Planning Manager

    4 weeks ago

    Norwich, Norfolk, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Norwich, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing cash flow to ensure financial stability.Leading month-end and year-end...

  • Financial Planning Administrator

    1 month ago

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

    Job 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 Planner with Attractive Benefits Package

    5 days ago

    Norwich, Norfolk, United Kingdom Financial Divisions Full time

    Job OverviewWe 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 RoleThis is a BRAND NEW ROLE that offers an attractive salary and benefits package, including...

  • Financial Planning Specialist

    4 weeks ago

    Norwich, Norfolk, United Kingdom Lovewell Blake Full time

    Financial Planning Specialist OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team at Lovewell Blake. As a Financial Planning Specialist, you will be responsible for providing comprehensive financial planning services to our clients, including financial management and results-oriented advice.The ideal candidate will have...

  • Financial Planning Expert

    4 weeks ago

    Norwich, Norfolk, United Kingdom Ernest Gordon Recruitment Full time

    Financial Planning ExpertNorwich£30,000-£35,000 + Hybrid + Flexible working + 31 days holiday + Pension + Private Medical CareAre you a financial planning expert looking to advance your career in a well-established cloud accounting firm?We offer a unique opportunity to join a company that invests in your professional development and allows you to grow...

  • Financial Planning Assistant

    1 month ago

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

    Financial 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 time

    Financial 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

    4 weeks ago

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

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This role offers an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales...

  • Financial Planning Assistant

    4 weeks ago

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

    Financial 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

    4 weeks ago

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

    Financial 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 CV Library Full time

    Financial 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 Professional

2 months ago

Norwich, Norfolk, United Kingdom Service Service Full time
Financial Planning Opportunity

Service Service, a well-established Financial Planning Practice, is seeking a skilled Financial Planner to join their experienced team. With offices in Norfolk and Suffolk, the company has a strong client following and has been a top 100 UK rated firm for several years.

About the Role

The successful candidate will be an employed adviser, with the opportunity to work across both or one of the company's offices. They will receive an existing book of clients to service, a basic salary (negotiable dependent on experience) plus bonus.

The ideal candidate will be Level 4 qualified, with a good understanding of working in an IFA practice environment. They will provide a comprehensive financial planning service to both new and existing clients, and be a 'whole of market' adviser.

Key Responsibilities
  • Provide financial planning services to clients, including financial management and results-oriented advice
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices
  • Contribute to the company's growth and success
What We Offer

Service Service offers a range of benefits, including:

  • Buy/sell holiday
  • Dress for the day
  • Employee assistance programme
  • Professional qualification support
  • Free parking
  • Workplace pension scheme
  • Free medical cover
  • Office hours are 9-5 (flexible)
  • Christmas parties, summer parties, and ad hoc team events
  • Cycle to work and other discount schemes
  • 25 days annual leave
  • Agile working
  • Paid volunteering
  • Full study package
  • Paid professional subscriptions
How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.