Financial Planner, Perm, Central Norwich, Up to GBP65000 DOE + Bonus

65000.00 - 65000.00 GBP Annual + GBP65000/annum
08 Oct 2016
27 Oct 2016
Contract Type
Full Time
R13 are working closely alongside a highly established IFA's in their search for a Financial Planner to join their already experienced Financial Advisory team. You will be qualified to diploma/advanced level in Financial Planning combined with longevity and success in a current/previous Advisory role. This is an exciting career opportunity to become part of a highly renowned organisation that provide the utmost 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.
*Ensuring relevant CPD is maintained and recorded accurately.
*Attain and maintain level of competence and standards as required by the organisation.

You will have:
*Diploma / Advanced qualification 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.

*Specialist experience within pension transfer & long term care highly desirable but not essential.

If you are interested in making your next move, or alternatively looking to return to the industry, this opportunity offers exciting and long term career prospects. Training will be provided to the successful individual in relation to future career aspirations. Offered salary is up to GBP65000 dependant on experience and based on qualifications and experience.

This is a full time permanent opportunity working from offices based just on the outskirts of Norwich City Centre (work from home also available), your working hours will be 37.5 per week Monday to Friday. A comprehensive benefits package is offered including; 25 days annual leave, pension scheme, group life scheme, discretionary bonus and basic salary increases based on both company and individual performance, fuel expenses.

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

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