At a Glance
- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Established financial planning firm with a supportive culture.
- Benefits: Competitive salary, ongoing reviews, and career progression opportunities.
- Other info: Hybrid working pattern with full support from paraplanning and administration teams.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning required.
The predicted salary is between 35000 - 60000 £ per year.
Salary: £35,000 to £60,000 (depending on experience)
Location: Norwich
Working Pattern: Hybrid
About the Opportunity
Recruit UK is working in partnership with a well established financial planning firm that is continuing to grow its adviser team. This opportunity is ideal for both experienced Financial Advisers and Level 4 qualified professionals looking to take the next step into advising. You'll benefit from an existing client bank, full paraplanning and administration support, ongoing salary reviews and genuine career progression within a supportive business.
The Role
- Conduct client meetings and build long term relationships.
- Provide holistic financial planning advice across pensions, investments and protection.
- Understand clients' objectives and recommend suitable financial solutions.
- Manage and develop an existing client bank while identifying opportunities for new business.
- Complete annual reviews and provide an ongoing advice service.
- Work closely with paraplanning and administration teams.
- Ensure advice meets FCA and company compliance standards.
What They're Looking For
Level 4 Diploma in Regulated Financial Planning.
We think you need these skills to ace Financial Adviser
Client Relationship Management
Holistic Financial Planning
Pensions Knowledge
Investment Strategies
Protection Advice
Compliance with FCA Standards
Business Development
