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.

What you’ll get for this role:

• Competitive compensation package and performance-based incentives
• Annual bonus opportunity.
• Generous pension scheme – We will contribute 10% as your employer.
• The option to buy or sell additional holiday.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.
• Cash health plan.
• Death in Service 4 x salary.
• Free parking.
• Flexible working hours.
• 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.

Experienced Client Support

We are seeking an experienced Client Support to join our Head Office in Norwich.  This is an exciting opportunity to build your career at Smith & Pinching, supported by a comprehensive and structured training programme.

A bit about the job:

You will be communicating with a wide range of clients, Financial planners and providers supporting them with their queries.

You will really love making a difference in clients lives and support them in whatever means they contact us, by secure messaging, telephone or email. We need team members that will challenge the status quo and help us shape the future

Our industry can be really technical – there is a lot to learn but don’t worry, you’ll receive plenty of training and support to help.

Skills and experience we’re looking for:

• A great phone manner with the ability to build rapport and show empathy with strong listening and questioning skills.
• Talented problem solvers who think outside the box to help deliver the client outcomes and manage large workloads.
• Someone who enjoys working and learning with others around them to deliver fantastic customer service and adviser support.
• A positive, can-do attitude with the ability to have difficult conversations and overcome time sensitive demands of the role

What you’ll get for this role:

• Annual bonus opportunity.
• Generous pension scheme – We will contribute 10% as your employer.
• The option to buy or sell additional holiday.
• Free financial advice whilst an employee of Smith & Pinching.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.
• Cash health plan.
• Death in Service 4 x salary.
• Free parking.
• Flexible working hours.
• Continuous training and professional development opportunities.

Knowledge and Skills

• Strong IT skills including MS Word and Excel.
• Excellent organisational and communication skills.
• Good numeracy.
• Strong attention to detail.
• Adaptable and flexible approach to work within a changing environment.
• Ability to work effectively within a team.
• Strong written and verbal interpersonal skills.
• Enthusiastic attitude to learning.

How to Apply

If you are excited about the opportunity to work as part of our team and believe you have the skills and passion for this role, please 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.

Paraplanner – Norwich

We are seeking an experienced Paraplanner to join our busy Norwich office.   This role could be the next step in your career with the support of our structured, hands-on training programme.

Skills and experience we’re looking for:

• Someone who enjoys working and learning with others around them to deliver fantastic customer service and adviser support.
• A positive, can-do attitude with the ability to have difficult conversations and overcome time sensitive demands of the role.
• Strong technical knowledge in financial planning principles including pensions and investments.
• Excellent report writing skills.
• Strong attention to detail.
• Good numeracy and analytical skills.
• Strong IT skills including MS Word and Excel.
• Highly organised with the ability to manage multiple tasks and meet tight deadlines.
• Clear and confident communication skills.

What you’ll get for this role:​

• Annual bonus opportunity.
• Generous pension scheme – We will contribute 10% as your employer.
• The option to buy or sell additional holiday.
• Free financial advice whilst an employee of Smith & Pinching.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.
• Cash health plan.
• Death in Service 4 x salary.
• Free parking.
• Flexible working hours.
• Continuous training and professional development opportunities.

How to Apply

If you are excited about the opportunity to join our team and believe you have the skills, experience and enthusiasm for this role, please submit your CV along with a covering letter explaining why you’re the ideal candidate.

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

Receptionist – Full Time    

We are looking to recruit a friendly, organised and professional receptionist for our busy Head Office in Norwich.  The is a key front of house role, ideal for someone who enjoys working with people, thrives in a professional environment and takes pride in providing an outstanding service to both clients and colleagues.

The role

As our receptionist you will be the first point of contact for clients and visitors.  This is an important role which helps to ensure that the office runs smoothly and that every client receives a warm, friendly and professional welcome.

Key responsibilities

• Greeting clients and visitors
• Managing the main office switchboard
• Meeting room management
• Supporting the team with general office duties
• Handling incoming and outgoing post
• Responsible for maintaining reception and meeting areas

About you

We are looking for someone who is:

• Friendly, confident and professional
• Able to work under pressure in a busy office
• Highly organised with strong attention to detail
• Clear and polite both on the phone and in person
• IT literate with experience of using Microsoft Office
• Trustworthy with an understanding of confidentiality

Previous reception or customer facing experience is essential.  Experience within financial services or a professional services firm would be an advantage but not essential.

What we offer 

• Annual bonus opportunity.
• Generous pension scheme – We will contribute 10% as your employer.
• The option to buy additional holiday.
• Free financial advice whilst an employee of Smith & Pinching.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.
• Cash health plan.
• Death in Service 4 x salary.
• Free parking.
• Continuous training and professional development opportunities.

How to apply

 If you are excited about the opportunity to join our team and believe you have the skills, experience and enthusiasm for this role, please submit your CV along with a covering letter explaining why you’re the ideal candidate.

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

Trainee Investment Administrator

We are looking to recruit an enthusiastic Trainee Investment Administrator to join our expanding team in Norwich.   This position is an excellent opportunity to begin a career in financial services, supporting our investment managers and advisers with client reporting and data management along with day-to-day administration.  You’ll receive full training, gain exposure to a wide range of investment processes, and develop strong technical and organisational skills.

Skills and experience we’re looking for:

• Someone who enjoys working and learning with others around them to deliver an excellent level of support to our busy advising team.
• A positive, can-do attitude with the ability to work independently and as part of a team.
• An interest in data analysis.
• Excellent report writing skills.
• Strong attention to detail.
• High level of accuracy.
• Strong IT skills including MS Word and Excel.
• Clear and confident communication skills.

What you’ll get for this role:​

• Annual bonus opportunity.
• Generous pension scheme – We will contribute 10% as your employer.
• The option to buy or sell additional holiday.
• Free financial advice whilst an employee of Smith & Pinching.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.
• Cash health plan.
• Death in Service 4 x salary.
• Free parking.
• Flexible working hours.
• Continuous training and professional development opportunities.

How to Apply

If you are excited about the opportunity to join our team and believe you have the skills, experience and enthusiasm for this role, please submit your CV along with a covering letter explaining why you’re the ideal candidate.

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