Wealth Manager (Adviser)

Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk?

Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.

Duties for this role will include:

• Conducting in-depth reviews of a range of clients’ financial circumstances and future aims, at various locations and remotely
• Devising and explaining recommendations or strategies to clients on ways to best utilise their money or achieve their goals.

This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. With the option to increase earnings with a self-employed package in the future.

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