FINANCIAL PLANNER – NORWICH

About the Opportunity

AMG Search is delighted to be working with a well-established, specialist financial services firm to recruit a Specialist Financial Adviser covering the Norwich and Norfolk area. This is a fantastic opportunity to join one of the highest performing teams in the business, working exclusively with medical professionals including GPs and hospital doctors.

This is a home based role with the large majority of client appointments conducted remotely, offering genuine flexibility over your diary and working pattern.

The Role

You will take over an established, high quality client bank of medical professional clients, combining GP specialist and hospital doctor specialist work.

The team you will join is ranked 3rd in the whole company, a high performing, supportive environment with a huge internal network behind you.

Key Details

• Expectation of 3 to 5 first appointments per week plus 1 second appointment
• Well balanced business mix across protection, IHT, pensions and commercial investments
• Complete autonomy over diary and client management

Salary and Package

• Basic salary: to c. £60,000
• Car allowance: c. £6,000
• Bonus: £17,500 at 100% target plus separate bonus
• Pension contribution

Working Pattern

• Home based with remote client appointments
• Area covers Norwich, with potential to border Suffolk and King’s Lynn
• Full flexibility and autonomy over diary management

What We Are Looking For

• Experience in financial advice
• Strong client relationship management skills
• Comfortable working autonomously and managing your own diary
• Motivated by working with a high quality, established client bank
• DipPFS qualified as a minimum

Apply now.