Financial Planner/Adviser (part time)

Service Service Employment Agency Limited; Norwich; On-site; GBP 30,000 - 45,000; Part time

Job summary

A reputable financial planning practice near Norwich seeks an experienced Financial Advice Professional for a part-time, office-based role. The firm offers a competitive salary, bonus scheme, benefits including holidays and pension, and support for professional qualifications. Ideal candidates will either hold or be working towards chartered status.

Benefits

25 days holiday plus bank holidays

Pension

Quarterly bonus scheme

Car allowance

Qualifications

• Up-to-date CPD and SPS.
• Experience in financial advice and ability to build client relationships.

Responsibilities

• Service and develop an existing mature book of business.
• Focus on building lasting client relationships.

Skills

Personable

Education

Qualified to 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 to work for them on a part-time basis. Ideally, you will be chartered or working towards achieving chartered status.

My client is a family-oriented 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 a priority.

You will benefit significantly from inheriting an existing mature book of business, which you will be able to service and develop immediately, focusing on building lasting client relationships.

My client can offer:

• This will be a part-time employed role which will be office-based
• A competitive salary based on experience
• A transparent bonus structure based on KPIs
• Servicing an existing client bank
• Potential personal development opportunities
• Independent, whole-of-market, and directly authorized practice
• Experienced back-office support team
• Centralized investment proposition
• Option to sit on the client’s 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 wish to pursue, both financially and through study support.

Benefits include:

• 25 days holiday plus bank holidays
• Monday to Friday, 9 am to 5 pm – some flexibility is provided, allowing early departure on Fridays
• Pension
• Bonus scheme (quarterly) and car allowance

Full details of benefits will be discussed during the interview.