Provide Financial Advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning.
They have a strong client following and have a large amount of FUM for a smaller business and they are now looking to bolster their advising team.
A well-established Chartered Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow due to a great reputation in the industry.
Join a respected financial advisory firm nestled in the heart of Norfolk, where our dedicated team is committed to providing tailored financial solutions to individuals and families.
With a focus on personalized service and comprehensive planning, we strive to empower our clients to achieve their financial goals with confidence.
Currently, we are seeking a diploma-qualified paraplanner to join our ranks and contribute to our mission of financial empowerment.
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk?
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Main purpose of the role
Are you a practice experienced IFA Administrator looking for a new role in the sector.
Advisers from either a single tied or broking background will be considered.
Are you an experienced CeMAP Qualified Mortgage Adviser looking for a new home based role that offers a genuine opportunity to earn in excess of £55K and uniquely offers a 1st year guaranteed minimum salary of £40K, full admin support and all of your appointments pre-booked in your diary?
Please be aware that to be considered for this role you MUST be fully CeMAP qualified and have at least 18 Months experience providing mortgage advice.