Paul Charles Recruitment
A Personal and Bespoke Recruitment Practice. 
Sudbury - Suffolk
07801042810
 

Our Norwich based client are seeking an Independent Financial Adviser / Financial Planner to join their team.

The successful applicant must hold their Level 4 qualification and preferably hold CAS although this is not essential.

You will be providing sound financial advice on an independent, whole of market basis to a range of clients.

You will (ideally) have experience across a range of products such as pensions, protection products, investments and savings and be able to provide strategic advice to maximise the client’s portfolio in an appropriate manner tailored to the specific client.

Excellent customer service skills, you will be highly literate and numerate with an ability to build rapport easily.

The role is on a hybrid basis with the option to work from home or the office. Full Paraplanning and Admin support is provided to enable you to concentrate on your core function.

The company is currently undergoing expansion, and this is a very exciting time to join and has huge career potential with the bonus of working for a company with a fantastic culture where you are treated as the professional you are and given autonomy to perform to your best ability.

On offer is an excellent salary to £60,000 dependent on experience plus bonus and benefits.

For more information, please contact Spencer Hilsum directly on 01787 207840 or email your CV as below.