Financial Planner/Adviser (experienced)

Service Service Employment Agency Limited; Norwich; On-site; GBP 60,000 - 75,000; Full time

Job summary

A reputable firm east of Norwich is seeking a Financial Planner with 5+ years of experience to manage a book of 200 clients. This full-time position offers a competitive salary of 60-75k PA, bonuses, and extensive benefits including medical insurance and generous holiday.

Benefits

Pension

Private medical insurance

4x death in service policy

Mileage allowance

Bonus payments based on income generated

Free parking

28 days holiday (including closure between Christmas and New Year)

In-house admin and paraplanning support

Qualifications

• Minimum of Level 4 qualification.
• At least 5 years’ experience at advice level.
• Strong attention to detail and good IT skills.

Responsibilities

• Contact clients and set up meetings in various environments.
• Conduct reviews of clients’ financial circumstances and goals.
• Prepare tailored plans based on individual clients’ requirements.

Skills

Attention to detail

IT skills

Relationship building

Education

Level 4 qualification

Job description

This is an excellent opportunity to join a trusted and established firm located just east of the city of Norwich. My client is looking for an experienced and competent Financial Planner with at least five years of experience. You will be managing an established book of around 200 clients. This is a full-time, employed role, with a salary dependent on experience, in the region of 60-75K PA, plus bonus and benefits.

Duties will include:

• Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
• Conducting reviews of clients’ financial circumstances, current provisions, and future aims.
• Helping clients understand their relationship with their finances and assisting them in making decisions in their best interest.
• Helping clients establish their goals and objectives.
• Analyzing information and preparing plans tailored to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Keeping up to date with financial products and legislation.

Required Skills:

• Minimum of Level 4 qualification.
• At least 5 years’ experience at advice level.
• Strong attention to detail and good IT skills.
• Confidence in building strong, long-lasting relationships.

Hours and Benefits:

• This role is full-time, with office hours from 9 am to 5 pm, Monday to Friday.
• Pension, private medical insurance, 4x death in service policy, mileage allowance, bonus payments based on income generated, free parking, and 28 days holiday (including closure between Christmas and New Year).
• In-house admin and paraplanning support.