At a Glance
- Tasks: Provide holistic financial advice and develop new business through your network.
- Company: Respected wealth management firm with a strong advisory team.
- Benefits: Company car, performance bonus, hybrid working, and market-leading benefits.
- Other info: Enjoy full support from paraplanning and administration teams for career growth.
- Why this job: Join a reputable firm and make a real impact on clients' financial futures.
- Qualifications: 5+ years as a Financial Planner with strong technical knowledge.
The predicted salary is between 49500 - 60500 £ per year.
Financial Planner East Anglia | Hybrid An established and highly respected wealth management firm is looking to appoint an experienced Financial Planner to join its growing advisory team.
Working with an existing portfolio of clients, you'll provide holistic financial advice across pensions, investments, protection and estate planning, while also developing new business through referrals, professional connections and your own network.
You'll be fully supported by an experienced paraplanning and administration team, allowing you to focus on delivering outstanding client outcomes.
What we're looking for: Minimum of 5 years' experience as a Financial Planner.
Strong technical knowledge across pensions, investments and financial planning.
Proven ability to build and maintain long-term client relationships.
Commercially minded with a proactive approach to business development.
Chartered status desirable, but not essential.
What's on offer: Existing client bank.
Full paraplanning and administrative support.
Company car or car allowance.
Performance-related bonus.
Market leading benefits package.
Hybrid working and genuine career progression.
If you're an experienced Financial Planner looking to join a well-established business with an excellent reputation and strong ...
Financial Planner in Norfolk employer: Focus Search and Selection
Join a highly respected wealth management firm in Sheffield, where your career can truly flourish. With a strong commitment to employee development and a collaborative work culture, this company offers clear pathways for progression, competitive salaries, and a supportive team that values your contributions. Experience the benefits of working in a modern environment that prioritises professional growth and fosters a sense of community among its staff.
Contact Details:
Focus Search and Selection Recruitment Team
