An exciting opportunity has become available within our Chartered Independent Financial Advice business to join our lovely team.

We are looking to speak to you if you’re interested in an IFA position. You will ideally be fully qualified (level 4 diploma) and have attained Chartered status, or be working towards this.

Our ideal candidate will:

• Provide an exceptional client experience
• Prepare sound financial plans to ensure clients meet their financial goals
• Build strong relationships to retain existing clients
• Conduct fact-find meetings with new and existing clients
• Advise clients on a range of financial products, mainly Pensions and Investments
• Service existing customers through regular reviews
• Generate new business and build introducer relationships.

You would be based in our Norwich office, but we do offer the ability to work at home and the job would require some travel as well.

We would be willing to consider a trainee if we can see your potential.

Interested, or want to know more? Contact [email protected]. Applications should include your CV and a covering letter, please.