Job title goes here

This position is open for applications until 14 December 2023


In order to provide you with financial planning services we will collect and hold personal data about you. We are also required to comply with the General Data Protection Regulation (the “GDPR”) and as such hereby set out details as to how we process your data and your rights.

We are looking for newly qualified individuals to join our friendly team, who are approachable, self-motivated and ambitious. Successful candidates will need to hold a Level 4 Diploma (essential), have a strong work ethic with an attitude to succeed and possess a good level of knowledge in services which include investments, taxation and retirement planning.

The role itself will be advising our existing client base and on-boarding new clients with their financial planning requirements. You will be fully supported by the team who will assist with lead generation and business development to drive the company forward.


  • Salary From £36,000 – £76,000 + OTE
  • 33 days holiday
  • On going personal development
  • Full back office support
  • Expanding business and opportunity to grow

If you have not heard back within 10 days, please assume your application has been unsuccessful.


Monday to Friday.


In person, Norwich

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