Independent Financial Adviser

3 weeks ago


United Kingdom NJR Recruitment Full time

NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The role includes generating new business as well as maintaining an existing bank of provided clients
Excellent bonus scheme
~ Leads and client bank provided
~ Flexible working hours
~ Hybrid working
~25 days annual leave + Bank holidays
~ Enhanced pension scheme
~ Private Healthcare
~ Health insurance
~ Career Development

Building long lasting relationships with existing and new clients
Gather, analyse, and document all information needed to provide financial advice
Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service
Previous experience providing independent advice on Whole of Market products including Pensions, Investments and Protection products
At least hold a Level 4 diploma in Financial Services although Chartered status would be favourable
High levels of commercial awareness.
Strong knowledge of all financial planning with a specific focus on holistic financial planning



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