Financial Planner – Norwich

The opportunity:

The role of Financial Planner has recently become available due to the continued expansion of the Financial Planning team. We are a dynamic and organically expanding firm with big ambitions, this opportunity would suit an individual who would like to join us on this journey.


Responsibilities of the Financial Planner:

  • Create, develop and maintain strong client relationships.
  • Effectively handle client enquiries and identify opportunities to grow your client bank and introducer network. Full administrative support will be provided in the form of a back office team of experienced paraplanners, administrators and compliance.
  • You will also travel to our other sites in addition to the usual local and occasional national travel to meet clients.

Skills & experience required for Financial Planner role:

The candidate should be experienced in delivering face to face Financial Planning advice and be able to hit the ground running. We are looking for the following attributes:

  • Minimum Level 4 Diploma in Financial Planning
  • Ideally Level 6 Chartered Status holding a Level 6 Advanced Diploma in Financial Planning
  • Experience with Pension Transfers holding a relevant qualification of G60 / AF3 highly desirable
  • Organised with good time management skills
  • Excellent communication skills, both written & verbal
  • UK drivers licence

What Brancaster House can offer the successful Financial Planner:

An excellent remuneration package including company pension scheme, mileage allowance, 31 days holiday (pro rata for 2018) plus holiday loyalty scheme. 

Interested? Get in touch

Please attach your CV:

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