Chartered Financial Planner – Wealth & Retirement Advising in Norwich

Chartered Financial Planner – Wealth & Retirement Advising in Norwich

Norwich Full-Time 75000 - 100000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide expert financial advice on pensions, investments, and estate planning.
  • Company: Join a well-established Financial Planning team in Norwich.
  • Benefits: Competitive salary, bonus, company car, robust pension, and life cover.
  • Other info: Collaborative environment with support from paraplanning and administration teams.
  • Why this job: Make a real difference in clients' lives while building lasting relationships.
  • Qualifications: Experience in financial planning and strong relationship-building skills.

The predicted salary is between 75000 - 100000 Β£ per year.

Energy Jobline CVL is seeking an experienced Financial Planner to join its established Financial Planning team in Norwich. You will deliver holistic advice across pensions, investments, protection, and estate planning while building trusted relationships with a loyal client base and collaborating with paraplanning and administration support.

The role offers a competitive salary (Β£75,000–£100,000), discretionary bonus, a company car or car allowance, a robust pension and life cover.

Chartered Financial Planner – Wealth & Retirement Advising in Norwich employer: Energy Jobline CVL

Join a reputable contractor as a Gas Engineer in Newark-on-Trent, where you'll enjoy a supportive work culture and the stability of ongoing projects within social housing. With competitive pay, immediate start opportunities, and a focus on employee growth through consistent work, this role offers a meaningful chance to make a difference in the community while developing your skills in a collaborative environment.

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Contact Details:

Energy Jobline CVL Recruitment Team

We think you need these skills to ace Chartered Financial Planner – Wealth & Retirement Advising in Norwich

Holistic Financial Advice
Pensions Knowledge
Investment Strategies
Protection Planning
Estate Planning
Client Relationship Management
Collaboration Skills