Financial Planner

My client is an independent financial planning practice based in Norwich, but covering clients nationwide, currently looking to bolster the advice team by adding a new Financial Planner to the business.
As a boutique practice, my client provides independent advice across a diverse range of cases including Pensions, Investments, Protection, IHT, Tax & Retirement planning.
The suitable candidate will need to work independently with confidence with the possibility of some remote work with flexible working available.
About the business
My client uses market leading back office systems, fully integrated with research tools, client portals and electronic signing.
The charging structure allows advisers to offer full advice to their clients and not just the areas that they are paid in, relationships are with client and not their money.
Advisers can offer clients advice whether or not it leads to the involvement or ‘sale’ of a product. My client ‘sell advice’ not products.
Strong relationships are in place with professional connections that generate some leads so the successful candidate would be expected to show some initiative in this area.
Advisers can be confident in the support team in place. They are hand-picked,
well trained, well qualified and experienced.
Duties will include:
• Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises;
• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
• Helping clients understand the nature of their relationship to their finances and help them make decisions in their best interest
• Help clients establish their goals and objectives where they need guidance
• Analysing information and preparing plans best suited to individual clients’ requirements;
• Researching the marketplace and providing clients with information on new and existing products and services;
• Designing financial strategies to help clients achieve their goals and objectives;
• Assisting clients to make informed decisions;
• Researching information from various sources, including providers of financial products;
• Liaising with other professionals, such as accountants and solicitors;
• Keeping up to date with financial products and legislation
• If not already chartered work towards that professional status
This is a full time, employed role that will be varied.
The Required Skills:
• Level 4, ideally working towards level 6
• Minimum of 3 years’ experience at advice level
• Experience using Intelligent Office (I.O) would be advantageous but not essential
• Strong attention to detail and a good level of IT skills advantageous
• Confidence to build relationships with professional connections to gain referrals
Benefits:
• Life Cover
• 8% Pension contribution
• Technical assistance with exam modules
• Flexible working hours
• Holiday 25 days plus bank holidays
• Sick pay scheme
Job Type: Full-time, Permanent
Salary: £45,000.00 plus per year depending upon experience, qualifications and serviceable client bank. Candidates with fully portable client banks will attract higher paying salary.
Salary would be reviewed every 3 months for the first year. All staff qualify for profit related bonuses.
This role would suit…
A self-employed adviser looking to move to an employed role.
An adviser who has become disillusioned with their current workplace due to advice restrictions placed on them.
An adviser wishing to join a smaller team where they can be more influential and valued.
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