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
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