Financial Planning Expert

3 days ago


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

We are seeking a highly experienced Financial Planning Expert to join our team on a part-time basis. As a key member of our financial planning practice, you will play a vital role in providing expert advice to our clients.

About the Role

This is an excellent opportunity for someone who wants to use their skills and experience to make a real difference in people's lives. You will work closely with our existing client base, servicing and developing long-term relationships.

Key Responsibilities
  • Servicing an existing mature book of business
  • Developing and implementing financial plans tailored to individual client needs
  • Working collaboratively with our experienced back-office support team
What We Offer

As a valued member of our team, you will enjoy a range of benefits including:

  • A competitive salary of £40,000 - £60,000 per annum, based on experience
  • A transparent bonus structure, tied to Key Performance Indicators (KPIs)
  • A comprehensive package of employee benefits, including pension and 25 days' holiday + Bank Holidays


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