Introduction
We’re passionate about getting the best out of our people and continue to invest in the development of their skills…
As a Chartered Firm, we are committed not only to achieving excellence in our advice services but also to the highest standards of ethics and professionalism. We firmly believe that we are the foremost independent advice firm in the East Anglian region and work hard to ensure that our team members are proud to be part of the S&P family.
Current Vacancies
Join Our Team as a Financial Planner
Are you passionate about helping individuals and families achieve their financial goals? Do you possess a strong understanding of financial strategies and a commitment to delivering top-tier financial planning services? If so, consider a rewarding career as a Financial Planner with the dynamic and growing team at Smith & Pinching, one of the East of England’s largest firms of Chartered Financial Planners.
Smith & Pinching is owned by an Employee Ownership Trust which can offer several benefits. It gives employees a sense of ownership, engagement and shared success including the distribution of profits.
As a Financial Planner at Smith & Pinching, you will:
- Conduct comprehensive financial assessments for clients to determine their current financial status and future goals.
- Develop personalised financial plans that align with clients’ objectives.
- Educate clients on making informed financial decisions.
- Stay up-to-date on market trends, investment products, and tax regulations to provide the best possible advice.
- Build and maintain strong client relationships through regular reviews and updates.
- Collaborate with other team members to deliver financial solutions.
What are the key skills/experience you will need?
- Chartered or working towards Chartered status.
- Proven experience in financial planning.
- Strong knowledge of investment strategies, taxation, and retirement planning.
- Exceptional interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Strong ethical and professional standards.
Why Smith & Pinching?
- Competitive compensation package and performance-based incentives
- The benefit package includes:
- 10% Company pension contribution
- Cash health plan
- Death in Service 4 x salary
- Employee Assistance Programme
- Free parking
- Flexible working hours
- Annual paid volunteering day
- 21 days holiday plus Bank Holidays and the option to buy more holiday
- Continuous training and professional development opportunities
- A collaborative and supportive team environment
How to Apply:
If you are excited about the opportunity to help clients achieve their financial goals and believe you have the skills and passion for this role, submit your CV below along with a covering letter detailing your relevant experience and why you’re the ideal candidate.
Smith & Pinching is an equal opportunity employer. We encourage applications from candidates of all backgrounds.