Senior Financial Planner – Wealth, Pensions & Retirement

Service Service; Norwich; Sur place; GBP 75 000 - 100 000; Plein temps

Avantages offerts par ce poste

Company car or car allowance

Pension scheme

Life assurance

Health Cash plan

Annual pay review

25 days holiday

Discretionary annual bonus

Résumé du poste

Service Service in the United Kingdom seeks an experienced Financial Planner to join its established wealth management team. You will build trusted client relationships, advise on pensions, investments, protection, and estate planning, and collaborate with paraplanning and administration to deliver high-quality advice.

The role offers a competitive salary and discretionary bonus, with company car or car allowance, pension, 25 days holiday, and strong career development opportunities within a

Qualifications

• Level 4 qualified with chartered status desirable.
• Proactive and commercially driven with ability to generate new business through networking and referrals.
• Proven track record of providing regulated financial advice in client-facing roles.
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent communication and relationship-building skills.
• Client-centric mindset and commitment to professional excellence.

Responsabilités

• Proactively identify new advice opportunities through existing clients, connections, and referrals.
• Provide clear, holistic financial planning advice to an existing bank of clients and attract new clients.
• Develop long-term relationships based on trust, integrity and results.
• Present tailored recommendations covering retirement, investments, and tax-efficient planning.
• Collaborate with in-house technical and compliance teams to maintain high professional standards.

Connaissances

Level 4 qualification

Chartered status desirable

Regulated advisory experience

Client relationship skills

Networking to generate new business

Proactive mindset

Formation

Level 4 qualification

Chartered status desirable

Description du poste

Service Service in the United Kingdom seeks an experienced Financial Planner to join its established wealth management team. You will build trusted client relationships, advise on pensions, investments, protection, and estate planning, and collaborate with paraplanning and administration to deliver high-quality advice.

The role offers a competitive salary and discretionary bonus, with company car or car allowance, pension, 25 days holiday, and strong career development opportunities within a