Vacancy Detail

Financial Planner

Recruit Wealth are representing an exclusive opportunity for an experienced Financial Planner to join a highly successful and provincially based Financial Planning business.

The role will see you continue to deliver financial advice to a large portfolio of existing clients (inherited internally) whilst developing further business through referrals and recommendations.

The company are very well known for offering a market leading proposition with excellent client care at the forefront of everything they do. They are award winning and recognised as one of the prominent names in the Financial Planning industry in Norfolk.

You will have knowledge of Investments, Pensions, and associated products and be able to confidently deal with individuals consultatively relating to their current financial status and needs for the future.

If you are studying towards Chartered status, this would be seen as favourable to the organisation.

Just as importantly, you must be professional, credible, with a proven track record in giving quality wealth management advice.

This is a premium role, with an excellent client bank offering with high net worth professionals.

An employed only model with excellent earning potential is available alongside a superb benefits package.

Please apply for an immediate response and we look forward to speaking with you.


Location: Norwich | Salary: 55000 - 90000 per | Job type: Permanent | Posted: 02/09/2020