Financial Advisor

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor to join their established practice in Norwich . This hybrid role involves building and managing a client base, providing tailored financial planning advice, and guiding individuals and families toward their financial goals. You will offer expertise in investments, retirement planning, insurance, and wealth management, fostering long-term relationships built on trust and exceptional service. This is an excellent opportunity for a motivated professional to make a tangible difference in clients' lives while growing their career within a supportive financial advisory firm.

Key Responsibilities

• Develop comprehensive financial plans for clients, addressing investment, retirement, tax, and estate planning needs.
• Meet with clients regularly to assess their financial status, understand their objectives, and review plan progress.
• Recommend suitable financial products and investment strategies based on client profiles and market conditions.
• Stay current on market trends, financial products, and regulatory changes affecting financial planning.
• Build and maintain strong, long-lasting client relationships.
• Generate new business through networking, referrals, and proactive outreach.
• Ensure all client interactions and recommendations comply with industry regulations and company policies.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CII Diploma in Financial Planning, CFP).
• Proven experience as a Financial Advisor or in a similar client-facing financial planning role.
• Strong knowledge of investment principles, financial markets, and retirement planning strategies.
• Excellent communication, interpersonal, and sales skills.
• Ability to work independently and manage a client portfolio effectively.

Benefits

• Competitive salary with attractive commission and bonus structure.
• Comprehensive benefits package, including health, dental, and pension.
• Supportive team environment with opportunities for professional development.
• Access to high-quality leads and marketing support.
• Flexible working arrangements to support work-life balance.
• Opportunities for career progression and specialization.