Financial Planner/Adviser (part time)

My clients, a very reputable and well-established financial planning practice based just twenty minutes east of Norwich, is looking for an experienced Financial Advice Professional to work for them on a part-time basis; you will ideally be chartered or working towards achieving chartered status.

My client is a family-oriented firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.

They are a dynamic company providing holistic advice to a wide range of clients, with client outcomes as a priority.

You will benefit massively from the inheritance of an existing mature book of business, which you will be able to immediately service and develop, with the focus on providing lasting client relationships.

My client can offer:

• This will be a part-time employed role which will be office-based.
• A competitive salary based on experience.
• A transparent bonus structure based on KPI’s.
• Servicing existing client bank.
• Potential personal development opportunities.
• Independent, Whole of Market and Directly Authorised Practice.
• Experienced back office support team.
• Centralised investment proposition.
• Option to sit on my clients in-house investment committee.
• Car allowance.

Requirements:

• Qualified to Chartered level or Diploma level with one exam remaining.
• Personable.
• Up to date CPD and SPS.

My client provides support with any qualifications you may wish to study, both financially and in terms of study support.

25 days holiday + BH.

9-5 Mon-Fri – some flexibility is provided allowing people to leave earlier on a Friday.

Pension.

Bonus scheme (quarterly) and car allowance.

Full details of benefits will be discussed upon interview.