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» Job Vacancy

Financial Planner, Perm, Central Norwich, Up to £45000 DOE + Bonus


Hours:
Salary: £45000/annum
Category: Accounting/Financial/Insurance,
Location: Norwich, Norfolk, United Kingdom

Jan 19th
days old


views


applied




Description
A highly established IFA’s in Central Norwich are seeking a Financial Planner to join their already experienced Financial Advisory Team. The successful individual will be qualified to at least diploma level in Financial Planning, coupled with experience and success in a current or previous Advisory role. This is a fantastic opportunity to become part of a well renowned organisation that place great emphasis on delivering outstanding levels of advice and care to all clients.

Duties to include:
*Covering the East Anglia region, attending client meetings based on geographical locations.
*Dealing with a range of private and corporate portfolios, including high net worth clients.
*Service and retain existing client relationships, as allocated by management.
*Generating new business through existing network, professional connections and referrals received externally; to ensure business is produced at the required level.
*Carrying out market and product research in order to gather all relevant information.
*Ensuring sufficient client information is obtained and information analysed.
*Coordinating internal Paraplanners and Administrators to support day to day tasks.
*Provision of suitable recommendations to clients.
*Attain and maintain level of competence and standards as required by the organisation.
*Ensuring relevant CPD is maintained and recorded accurately.

You will have:
*Diploma in Financial Planning (or equivalent) coupled with a successful background gained in Financial Advising.
*Ability to break down complex information to a wide range of clients.
*Skilled in generating and maintaining client relationships.
*Excellent communication skills, both written and verbal.
*Negotiation and influencing skills as well as determination and tenacity.
*A target driven mind-set; ambitious and focused.
*Ability to prioritise workload in order to meet deadlines.
*A full clean UK driving license is essential.

If you are eager to make your next move or looking to return to the industry, this role offers an exciting and long term career within a successful and respected organisation. With offices based just on the outskirts of Norwich City Centre (option also to work from home), this is a full time permanent role. The offered salary is competitive and dependent on qualifications and experience.

A comprehensive benefits package is offered including; 25 days annual leave, company pension scheme, group life scheme, discretionary bonus and basic salary increases based on both company and individual performance and fuel expenses. Your working hours will be 37.5 per week, Monday to Friday. Training is also supported in relation to future career aspirations of the successful individual.

How to apply:
To hear more details about this fantastic opportunity please email your CV to Luke Plane - Recruitment Specialist at rthirteen recruitment.

About rthirteen:
Powered by our principals - we link individuals with opportunities to fulfil their potential, and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.

Due to the high numbers of applications we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details, and contact you with any other forthcoming opportunities which we feel may be appropriate
Company
Company: CV Library Ltd

Further Information
Reference: 204618264/cia358702
Posted: 19 Jan 2017, 13:06
Visa Required: Applicants must be eligible to work in the specified location








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