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My client is a well-established Financial Planning Practice with offices in Norfolk and Suffolk, they have a strong client following and have been a top 100 UK rated firm for the past several years.
Job description
Due to increased growth, my client has the rare opportunity to join their experienced team. The role is to be an employed adviser and can be situated across both or one of my clients offices to suit.
The successful candidate will receive an existing book of clients to service, a basic salary (negotiable dependent on experience) plus bonus.
You will be Level 4 qualified, with a good understanding of working in an IFA practice environment; you will be providing a comprehensive financial planning service to both new and existing clients and be a 'whole of market’ adviser.
The successful candidate will have a great opportunity to join a regional firm where you will have the autonomy to develop your area and client bank. You will become an integral part of the team with high levels of support from a dedicated administrative and management structure.
My client will continually support, invest and encourage your training and development to help you reach your personal career goals.
Personal specification
- Commercial awareness of the Financial Services industry and business development opportunities
- Financial management and results orientated
- Technical knowledge
- Problem solving ability
- Ability to work in a team environment
- Excellent client and colleague relationship management
- Excellent personal organisation skills
- Communication and influencing
- Commitment, drive and determination to succeed
- Personal impact and credibility
The successful candidate will receive support from my clients experienced team of administrators and paraplanners along with a full client bank.
You will be given all the tools required to fulfil your role and provide an excellent ongoing service to existing clients along with building relationships with any new clients.
Benefits
Buy/sell holiday
Dress for the day
Employee assistance programme
Professional qualification support
Free Parking
Workplace pension scheme
Free medical cover
Office hours are 9-5 (flexible)
Christmas parties, summer parties and ad hoc team events
Cycle to work and other discount schemes
25 days Annual leave
Agile working
Paid volunteering
Full study package
Paid professional subscriptions
