Senior Financial Planner – Hybrid, Client-Focused Wealth Advice in Norwich

Senior Financial Planner – Hybrid, Client-Focused Wealth Advice in Norwich

Norwich Full-Time 51750 - 63250 Β£ / year (est.) Home office (partial)
Focus Search and Selection

At a Glance

  • Tasks: Manage client portfolios and deliver holistic financial advice across various areas.
  • Company: Focus Search and Selection, a leader in client-focused wealth advice.
  • Benefits: Hybrid working, supportive team, and opportunities for professional growth.
  • Other info: Join a dynamic team with a focus on excellent client outcomes.
  • Why this job: Make a real difference in clients' financial lives while enjoying flexibility.
  • Qualifications: Experience in financial planning and strong client relationship skills.

The predicted salary is between 51750 - 63250 Β£ per year.

Focus Search and Selection is seeking an experienced Financial Planner in East Anglia with hybrid working.

You will manage an existing client portfolio while delivering holistic advice across pensions, investments, protection and estate planning.

You'll also develop new business through referrals and your network, supported by paraplanning and admin staff to ensure excellent client outcomes.

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Senior Financial Planner – Hybrid, Client-Focused Wealth Advice in Norwich 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.

Focus Search and Selection

Contact Details:

Focus Search and Selection Recruitment Team

We think you need these skills to ace Senior Financial Planner – Hybrid, Client-Focused Wealth Advice in Norwich

Client Management
Holistic Financial Advice
Pensions Knowledge
Investment Strategies
Protection Planning
Estate Planning
Business Development