At a Glance
- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: Fast-growing national Financial Planning firm with a strong reputation.
- Benefits: Attractive salary, established client base, and strong internal referrals.
- Other info: Exciting growth opportunities in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the Norwich region.
The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from strong internal referral streams and the opportunity to build further relationships.
Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independ...
Financial Planner in Norfolk employer: Recruit Wealth
As one of the UK’s fastest-growing national Financial Planning firms, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. Our team members benefit from an established client base, strong internal referral streams, and the opportunity to build meaningful relationships, all while working in the vibrant city of Norwich. Join us for a rewarding career where your expertise is valued and your contributions make a real difference in the lives of our clients.
