At S&P we believe that our

people are our greatest asset

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.

 

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
    • Flexible Working Hours
    • Exam support
  • 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 and experiences.

Experienced Financial Services Administrator (minimum 30 hours per week)

We are seeking an experienced Financial Services Administrator to join our busy team in our Norwich office.  The successful candidate will be responsible for processing client transactions, managing clients’ accounts, and providing essential administrative support to a high net worth client bank and supporting one of our leading financial planners.  The role involves liaising with clients and providers, preparation of reports, assisting with maintaining the company’s database and ensuring that regulatory compliance requirements are met.

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.

What are the key skills/experience you will need?

  • A minimum of 2 years experience in a financial services administrative role is essential
  • Excellent communication, organisational and interpersonal skills, as dealing with clients and stakeholders will be a critical part of the job
  • Proficiency in Microsoft Office applications, especially Excel and Word and Intelligent Office
  • Diploma in Financial Services or equivalent professional qualifications would be desirable but not essential
  • A commitment to continuous learning and professional development
  • An ability to work accurately and effectively, both independently and as part of a team

Why Smith & Pinching?

  • Competitive compensation package
  • The benefit package includes:
    • 10% Company Pension Contribution
    • Cash Health Plan
    • Death in Service 4 x salary
    • Employee Assistance Programme
    • Flexible Working Hours
    • Exam support
  • Continuous training and professional development opportunities
  • A collaborative and supportive team environment

How to Apply:

If you are excited about this opportunity and believe you have the experience, skills and passion for this role, submit your CV below along with a covering letter detailing why you’re the ideal candidate.

Smith & Pinching is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Upload your CV