Financial Planner/Adviser

This is an excellent opportunity to join a trusted and established firm located south of Norwich.
My client is looking for an experienced and competent Financial Planner.

You will be taking on an established book of clients with funds under management in the region of 50 million; due to a pending retirement you will benefit from a lengthy hand over period of twelve to eighteen months.

This is a full time, employed role, salary will be dependent on experience but will be in the region of 60-70K PA plus benefits.
Duties will include:
• Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
• Conducting reviews of clients’ financial circumstances, current provision and future aims
• Helping clients to understand the nature of their relationship to their finances and help them make decisions in their best interest
• To help clients establish their goals and objectives
• 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
• Keeping up to date with financial products and legislation
Required Skills:
• You must be a minimum of Level 4 qualified
• Minimum of 5 years’ experience at advice level
• A strong attention to detail and a good level of IT skills
• Confidence in your ability to build strong long lasting relationships