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  • Location:

    Norfolk

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £60000 - £75000.00 per annum + PMI, IP, LA, CI, Pension 6 + 3, Car al

  • Contact:

    Andrew DSouza

  • Contact email:

    Andrew.DSouza@search.co.uk

  • Job ref:

    BBBH86565_1641996823

  • Expiry date:

    2022-02-11

  • Start date:

    ASAP

Job Title: Private Client Adviser

Location: Norfolk

Salary: up to £75,000 + comprehensive bonus and benefits package

The opportunity to adopt a client bank and provide holistic advice to a loyal client bank under the banner of a highly reputable firm supported by a full support staff.

Responsibilities:

  • Management of a portfolio of existing clients ensuring that planning opportunities are identified and where appropriate pursued
  • Provide appropriate financial planning advice
  • Taking clients through the financial planning process
  • To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
  • To prepare full, complete and compliant recommendation reports, with the support of a personal paraplanner and administrator

Requirements:

  • Level 4 qualified (preferably Chartered or ambition to become so)
  • Holding current CAS / SPS
  • Holds substantial financial planning experience
  • Ability to exercise judgement and act without close supervision

For more details or a confidential chat, get in touch at