Financial Adviser

2 months ago

Wakefield, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**
***

Wakefield
£35000 - £45000 19/02/2024
NJR14367
Plus Car Allowance and Bonus

DESCRIPTION

Independent Financial Adviser - Servicing
South Yorkshire

NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank based across the South Yorkshire region

This role will suit someone who has excellent attention to detail, that thrives in a structured environment and has been working within financial planning with experience of Pensions & Investments. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment

What\'s in it for you?
\" Competitive basic salary
\" Car allowance
\" Bonus structure
\" Existing client base
\" Full paraplanning and admin support
\" 25 days holiday + Bank holidays
\" Manage your own diary
\" Hybrid Working
\" Additional benefits package

Responsibilities will include

\" Contacting clients and setting up meetings
\" Conducting in-depth reviews of clients\' financial circumstances, current provision and future aims
\" Analysing information and preparing plans best suited to individual clients\' requirements
\" Completing risk analyses
\" Researching the marketplace and providing clients with information on new and existing products and services
\" Designing financial strategies
\" Assisting clients to make informed decisions
\" Researching information from various sources, including providers of financial products
\" Reviewing and responding to clients changing needs and financial circumstances

What we need from you?

\" Clean UK Driving Licence
\" Previous experience advising clients face to face in an independent adviser role
\" Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
\" Detailed knowledge of financial planning solutions
\" You must be able to demonstrate a good understanding of financial matters and strong analytical skills
\" Strong interpersonal skills
\" Those offering an existing client bank would be at an advantage, but this is not essential as clients will be provided

Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service

For further information please contact one of our specialist consultants quoting REF: NJR14367

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