Financial Planner

Service Service; Norwich; On-site; GBP 75,000 - 100,000; Full time

Benefits offered by this job

Company car or car allowance

Pension scheme

Life assurance

Health Cash plan

Annual pay review

25 days holiday

Discretionary annual bonus

Job summary

Service Service in the United Kingdom seeks an experienced Financial Planner to join its established wealth management team. You will build trusted client relationships, advise on pensions, investments, protection, and estate planning, and collaborate with paraplanning and administration to deliver high-quality advice.

The role offers a competitive salary and discretionary bonus, with company car or car allowance, pension, 25 days holiday, and strong career development opportunities within a

Qualifications

• Level 4 qualified with chartered status desirable.
• Proactive and commercially driven with ability to generate new business through networking and referrals.
• Proven track record of providing regulated financial advice in client-facing roles.
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent communication and relationship-building skills.
• Client-centric mindset and commitment to professional excellence.

Responsibilities

• Proactively identify new advice opportunities through existing clients, connections, and referrals.
• Provide clear, holistic financial planning advice to an existing bank of clients and attract new clients.
• Develop long-term relationships based on trust, integrity and results.
• Present tailored recommendations covering retirement, investments, and tax-efficient planning.
• Collaborate with in-house technical and compliance teams to maintain high professional standards.

Skills

Level 4 qualification

Chartered status desirable

Regulated advisory experience

Client relationship skills

Networking to generate new business

Proactive mindset

Education

Level 4 qualification

Chartered status desirable

Job description

My client is looking for an experienced Financial Planner 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.

My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

You will work with a loyal and expanding client base, supported by an excellent and very well established paraplanning and administration team, allowing you to focus on building trusted client relationships new and old, as well as delivering outstanding advice across pensions, investments, protection, and estate planning.

Key responsibilities

• You will proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
• You will provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
• You will develop long-term relationships built on trust, integrity, and results.
• You will prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
• You will work closely with our in-house technical and compliance teams to ensure the highest professional standards.

About you

My client is seeking someone with:

• You will be level four qualified, with chartered status being desirable.
• You will be proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections.
• You will have a proven track record of providing regulated advice in a client-facing role.
• You will have strong technical knowledge across pensions, investments, and tax planning.
• You will have excellent communication and relationship-building skills.
• You will possess a client-centric mindset and commitment to professional excellence.

What my client offers

• A competitive salary between £75,000 - £100,000, dependent on experience.
• Discretionary annual bonus linked to company performance.
• Company car or car allowance.
• Pension scheme, life assurance, and comprehensive employee benefits.
• Full administrative and paraplanning support.
• Genuine career development opportunities within a respected, growing group.
• 25 days holiday
• Death in Service 3 x Salary
• Health Cash plan
• Annual pay review
• Regular work social events