Financial Planner/Adviser

Service Service Employment Agency Limited; Norwich; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-established financial planning practice near Norwich seeks an experienced Financial Advice Professional. This full-time office-based role offers a competitive salary, bonus structure, and support for further qualifications. Join a dynamic team focused on client outcomes and sustained personal development.

Benefits

25 days holiday + BH

Car allowance

Pension scheme

Quarterly bonus scheme

Study support for qualifications

Qualifications

• Qualified to Chartered level or Diploma level.
• Must be personable.
• Updated CPD and SPS certifications.

Responsibilities

• Service existing client bank and develop client relationships.
• Provide holistic financial advice across a wide range of clients.
• Potential participation in in-house investment committee.

Skills

Personable

Up to date CPD

Education

Chartered level or Diploma level with one exam remaining

Job description

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for an experienced Financial Advice Professional, you will ideally be chartered or working towards achieving chartered status.
My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.

They are a dynamic company providing holistic advice to a wide range of clients, with client outcomes as priority.
You will benefit massively from the inheritance of an existing mature book of business, which you will be able to immediately service and develop, with the focus on providing lasting client relationships.
My client can offer…
• This will be a full time employed role which will be office based
• A competitive salary based on experience
• A transparent Bonus Structure Based on KPI’s
• Servicing existing client bank
• Potential personal development opportunities
• Independent, Whole of Market and Directly Authorised Practice
• Experienced back office support team
• Centralised investment proposition.
• Option to sit on my clients in-house investment committee
• Car allowance
Requirements
• Qualified to Chartered level or Diploma level with one exam remaining
• Personable
• Up to date CPD and SPS

My client provides support with any qualifications you may wish to study, both financially and in terms of study support

25 days holiday + BH

9-5 Mon-Fri – some flexibility is provided allowing people to leave earlier on a Friday

Pension

Bonus scheme (quarterly) and car allowance

*Full details of benefits will be discussed upon interview