Financial Advisor

About the Role

Our client is looking for a dedicated and client-focused Financial Advisor to join their expanding team in Norwich . This role involves providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals. You will assess clients' financial situations, develop personalized strategies, and recommend suitable investment, insurance, and retirement products. This is an excellent opportunity for a qualified advisor to build lasting client relationships and grow their career in a supportive environment within the financial services sector .

Key Responsibilities

• Conduct thorough financial needs analyses for clients, including investment, retirement planning, insurance, and estate planning.
• Develop and present customized financial plans tailored to individual client objectives and risk tolerance.
• Recommend and implement appropriate financial products and strategies, such as mutual funds, stocks, bonds, and insurance policies.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay abreast of market trends, economic conditions, and new financial products and regulations.
• Ensure all activities comply with regulatory requirements and industry best practices.
• Provide ongoing reviews and adjustments to financial plans as clients' circumstances change.

Requirements

• Relevant professional qualifications (e.g., CII Level 4 Diploma in Financial Planning) are essential.
• Proven experience as a Financial Advisor or in a similar client-facing financial planning role.
• Strong understanding of investment products, insurance, pensions, and retirement planning.
• Excellent communication, interpersonal, and sales skills.
• Ability to build trust and rapport with clients and understand their financial aspirations.
• Knowledge of regulatory frameworks governing financial advice in the UK.
• Based in or willing to travel to client sites in and around Norfolk .

Benefits

• Competitive basic salary with an attractive uncapped commission structure.
• Comprehensive benefits package including health insurance and pension contributions.
• Access to robust marketing support and lead generation.
• Opportunities for continuous professional development and career progression.
• A supportive and ethical working culture dedicated to client success.