Financial Planner

East Anglia | Hybrid

An established and highly respected wealth management firm is looking to appoint an experienced Financial Planner to join its growing advisory team.

Working with an existing portfolio of clients, you'll provide holistic financial advice across pensions, investments, protection and estate planning, while also developing new business through referrals, professional connections and your own network. You'll be fully supported by an experienced paraplanning and administration team, allowing you to focus on delivering outstanding client outcomes.

What we're looking for:

Minimum of 5 years' experience as a Financial Planner.
Strong technical knowledge across pensions, investments and financial planning.
Proven ability to build and maintain long-term client relationships.
Commercially minded with a proactive approach to business development.
Chartered status desirable, but not essential.

What's on offer:

Existing client bank.
Full paraplanning and administrative support.
Company car or car allowance.
Performance-related bonus.
Market leading benefits package.
Hybrid working and genuine career progression.

If you're an experienced Financial Planner looking to join a well-established business with an excellent reputation and strong support behind you, I'd be pleased to tell you more.

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Financial Planner