Are you looking to take your career in financial services to the next level? Are you hungry for a challenge? Are you ready to be part of our succession plan?
Ideally you will be Diploma qualified with experience as a paraplanner working in a financial services environment, or recently started working as an adviser.
This is a fabulous opportunity for a paraplanner looking to take the next step towards becoming a financial adviser.
The role will involve shadowing one of our Financial Planner’s every step of his day, being mentored by him and learning everything there is to know about becoming an adviser, meeting all his clients, with the view that you will eventually become their adviser, once he steps into his well-deserved retirement.
Your role would involve taking notes at client meetings, both in the client's homes or workplaces and our office, completing factfinds, report writing, carrying out research, and a variety of other duties.
This is NOT a 9 - 5 role, you will be expected to work some evenings, and some overnight stays will be required.
We have an experienced support team which carries out the majority of the general administration for the consultant’s including valuations, some report writing, cashflow analysis and diary management.
We are a thriving growing business, this is an exciting opportunity for the right person.
Ideally Diploma qualified, and looking to work towards Chartered status
Strong communication skills and ability to empathise with clients
The desire to become a financial adviser and take responsibility for clients
Good team player and slipper wearer
Full driving license and car owner
About the Company
Face to Face Finance are truly independent financial advisers based on the outskirts of Norwich. We help individuals and businesses to make the most of their money, by helping them plan for a financially secure future, whilst still being able to make the most of life today.
Customer service is at the heart of everything we do.
We are passionate about improving the education of money to everyone, and alongside our traditional financial firm (well not quite that traditional), we run our own podcast, online community, and a non-advised digital arm. Our Director of Happiness is a teddy bear who has written three children’s books about money, and a regular blog contributor to the company.
We also have a sister company, Face to Face Estate Planning, where we advise clients on wills, lasting powers of attorney’s and trusts.
Salary dependent upon experience and qualifications
Contact to Apply
Contact Julie Hunt with CV and covering email in the first instance to firstname.lastname@example.org