Job Description
Job Title: Junior Financial Adviser
Location: Norwich (Hybrid)
Salary: £35,000 to £60,000 plus bonus
Reference Number: 10485
Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich.
We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role.
This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring and ongoing development to help you build a successful career as a Financial Adviser.
Responsibilities:
- Build and maintain long-term relationships with clients
- Identify clients’ objectives, priorities and attitude to risk
- Provide suitable holistic financial advice
- Advise across investments, pensions, protection and retirement planning
- Work closely with the paraplanning, administration and compliance teams
What’s in it for you:
- Salary up to £35,000 - £60,000 with attractive OTE
- 22 days’ holiday plus bank holidays (increasing with service)
- Income protection, 4 x DIS
- Gym and cycle schemes
- Enhanced family leave
- Volunteering day
- Onsite parking
- Support with professional development
- In-house training and progression opportunities
- Paraplanning and administrative support
- Access to clients and leads
Skills and experience required:
- Level 4 Diploma in Regulated Financial Planning
- Full, clean UK driving license (Required)
- Strong relationship-building skills
- Strong technical knowledge of investments and pensions
- Comfortable working within a regulated environment
- Able to commute to the relevant office at least twice per week
Get in touch or apply online to find out more about this opportunity
Locations
Junior Financial Adviser in Norfolk, Norwich employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
