Financial Planner

3 days ago

Norwich, United Kingdom Service Service Employment Agency Limited Full time

My client who was established in 2012, are a team of well-established Financial Professionals who pride themselves on providing bespoke face-to-face advice to individuals, businesses and trustees, in all areas of financial planning.

My client specialises in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages, as such you must be astute in dealing with a variety of people on a personable level. My client alsoassists businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.

**Key attributes**
- You must be highly motivated, professional and adaptable
- You will be naturally focused on client service and work professionally within the team
- You must be trustworthy, act with integrity and hold a commitment to providing professional and expert financial advice alongside exceptional customer service
- You must consider yourself a Financial Planner not just an Adviser
- You will be motivated to develop personally and keen to progress towards Chartered status
- You must be technically proficient
- You will be interested to achieve long term objectives and hold a willingness to grow with the business
- You will demonstrate the ability and aptitude to build you own network for client referral, though you will not be expected to bring any clients with you initially
- You will require a driving license and your own transport, whilst this role is office based the majority of existing clients are currently seen away from the office.

**Benefits**
- My client is able to offer a competitive salary of £35-£40K dependent on your experience
- A discretionary annual bonus
- An option to transfer to a self-employed contract in the future with the potential to buy into the business for succession planning
- My client will fund both exam and training expenses to Chartered status
- Your personal development will be supported regularly via monthly one to ones as well as quarterly reviews of your goals and achievements
- Holidays entitlement is 25 days plus Bank Holidays, my clients’ offices are also closed between Christmas and New Year.
- Parking is provided and you will be allocated a space.
- Company Pension Scheme
- Private Medical Insurance

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