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Financial Planner / Adviser

Financial Planner / Adviser

Service ServiceFramingham Earl, Norfolk, United Kingdom
25 days ago
Salary
£60,000.00–£75,000.00 yearly
Job type
  • Full-time
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 (five years).You will be taking on an established book of around 200 clients.This is a full time, employed role, salary will be dependent on experience but will be 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 provision and future aims
  • Helping clients to understand the nature of their relationship to their finances and help them make decisions in their best interest
  • To help clients establish their goals and objectives
  • Analysing information, and preparing plans best suited 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 legislationRequired Skills :
  • You must be a minimum of Level 4 qualified
  • Minimum of 5 years’ experience at advice level
  • A strong attention to detail and a good level of IT skills
  • Confidence in your ability to build strong long lasting relationshipsHours and BenefitsThis role is full time, and the office hours are 9-5 Monday to FridayPensionPrivate Medical Insurance4 x death in service policyMileage allowanceBonus payments based on income generatedFree parking28 days holiday, this includes closure between Christmas and New YearInhouse admin and paraplanning support