Are you an experienced Financial Planner based in Norfolk with management experience?
I am currently seeking a Practice Manager and Senior Financial Planner; my client is a well-established organisation based in the heart of Norfolk with offices across the county.
You will join an experienced and growing team of Financial Advice Professionals and as a Senior Planner will carry out both day to day advice as well as mentoring, managing and developing the existing team.
If you are in a similar role or consider yourself an experienced and competent Adviser with a hunger to further your career, this is an excellent opportunity to put your own stamp on a growing organisation with strong ambitions for the future.
Salary 50-60K Negotiable DOE, excellent benefits package including pension, death in service and 30 days holiday + BH’s and Christmas.
Key Performance Indicators
• Client Retention
• Quality of Financial Planning
• Client Satisfaction
• Products recommended (balance)
• Behaviours and Values
My client is looking to meet with anyone who can demonstrate they are of like mind when it comes to serving their loyal customer basis with honesty and integrity, please apply to be considered.