Financial Planner

Focus Search and Selection; Norwich; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Existing client bank

Company car or car allowance

Performance-related bonus

Market leading benefits package

Hybrid working and career progression

Job summary

Focus Search and Selection is seeking an experienced Financial Planner in East Anglia with hybrid working. You will manage an existing client portfolio while delivering holistic advice across pensions, investments, protection and estate planning.

You'll also develop new business through referrals and your network, supported by paraplanning and admin staff to ensure excellent client outcomes.

Qualifications

• Minimum of 5 years of experience as a Financial Planner.
• Strong technical knowledge across pensions, investments and financial planning.
• Proven ability to build and maintain long-term client relationships.
• Commercially minded with proactive business development.
• Chartered status desirable, but not essential.

Responsibilities

• Provide holistic financial advice across pensions, investments, protection and estate planning.
• Develop new business through referrals, professional connections and your own network.
• Work with an existing client portfolio and receive paraplanning and admin support to focus on client outcomes.

Skills

Financial planning

Pensions

Investments

Client relationships

Business development

Job description

Financial Planner

East Anglia | Hybrid

An established and highly respected wealth management firm is looking to appoint an experienced Financial Planner to join its growing advisory team.

Working with an existing portfolio of clients, you'll provide holistic financial advice across pensions, investments, protection and estate planning, while also developing new business through referrals, professional connections and your own network. You'll be fully supported by an experienced paraplanning and administration team, allowing you to focus on delivering outstanding client outcomes.

What we're looking for:

• Minimum of 5 years' experience as a Financial Planner.


• Strong technical knowledge across pensions, investments and financial planning.


• Proven ability to build and maintain long-term client relationships.


• Commercially minded with a proactive approach to business development.


• Chartered status desirable, but not essential.

What's on offer:

• Existing client bank.


• Full paraplanning and administrative support.


• Company car or car allowance.


• Performance-related bonus.


• Market leading benefits package.


• Hybrid working and genuine career progression.