Junior Financial Planner

Recruit UK; Norwich; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A wealth management firm is seeking a Junior Financial Planner in Norwich to manage a client portfolio and provide holistic financial advice. The role offers a salary of up to £45,000, hybrid working, and extensive benefits including a pension and private medical insurance. Candidates should have a Level 4 Diploma in Financial Planning and strong analytical and business development skills.

Benefits

25 days annual leave

Discretionary bonus

Private medical insurance

Flexible benefits

Qualifications

• Essential Level 4 Diploma in Financial Planning.
• Experience as a Financial Planner; paraplanning experience is a plus.
• Strong skills in client relationships and business development.

Responsibilities

• Provide independent financial planning to private clients.
• Build and maintain client relationships.
• Deliver compliant advice and reports.
• Collaborate to create cross-selling opportunities.
• Maintain up-to-date technical knowledge.

Skills

Client relationship management

Analytical skills

Business development

Education

Level 4 Diploma in Financial Planning

Job description

Job Title: Junior Financial Planner

Location: Norwich (Hybrid – 3 days office, 2 days home)

Salary: Up to £45,000 + bonus + excellent benefits

The Role

We’re representing a rapidly growing wealth management business seeking a Financial Planner to build and manage a client portfolio. You’ll deliver holistic financial advice and support high-value clients, working within a team that combines the energy of a start-up with the stability of private equity backing.

Key Responsibilities

• Provide independent financial planning to private clients, typically with assets over £160k.
• Build and maintain client relationships, generating new business through referrals, networking, and existing contacts.
• Deliver clear, compliant advice and reports in line with regulatory standards.
• Collaborate across the wider business to create cross-selling opportunities.
• Maintain up-to-date technical knowledge and industry awareness.

What’s in it for You

• Salary up to £45,000 + discretionary bonus.
• Hybrid working (3 days office, 2 days home).
• 25 days annual leave (plus buy/sell option of 5 days).
• Pension (7.5% employer contribution), private medical insurance, life assurance, health cash plan.
• Employee assistance programme, Christmas office closure, flexible benefits.

Requirements

• Level 4 Diploma in Financial Planning – essential.
• SPS; CAS desirable but not essential.
• Experience as a Financial Planner; paraplanning experience a plus.
• Strong client relationship, analytical, and business development skills.

Why Apply?

This is an excellent opportunity to join a supportive, growing organisation with clear career progression, strong infrastructure, and the chance to work with high-value clients while developing your expertise in financial planning.

Reference ID: 9877