rockwealth, an award-winning Independent Financial Planner firm based in the UK with offices including Norwich, is hiring a Financial Planner for a full-time, hybrid role in Norwich. You will meet clients, assess financial situations, and develop comprehensive plans across retirement, investments, tax efficiency, and protection.
The role emphasizes ongoing client relationship management, regular reviews, and staying current with regulatory standards.
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Hybrid Financial Planner | Retirement & Investments in Norwich employer: rockwealth
At rockwealth, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that values professional growth and development. Located in the vibrant town of Cheltenham, our team enjoys flexible working arrangements and the opportunity to contribute to meaningful financial planning that truly impacts our clients' lives. Join us to be part of a dynamic firm where your expertise as a Paraplanner will be recognised and rewarded.
