Junior Financial Adviser
3 days ago
Employed Junior Financial Adviser
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
Specific duties will include:
- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain excisting clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations
Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
-
Junior Adviser
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJoin Our TeamNJR Recruitment is proud to offer a dynamic and supportive work environment where you can grow and develop your skills as a Junior Adviser.As a key member of our team, you will be responsible for providing exceptional client service and helping our clients achieve their financial goals.Key responsibilities include:Managing a portfolio of clients...
-
Financial Adviser
4 days ago
Sheffield, United Kingdom CFP JOBS Full time**Financial Adviser - Sheffield** Our client is a national provider Personal Wealth expertise, now seeking to build on their adviser numbers in various locations. Guaranteed leads supplied. As one of the most exciting Financial Services companies in the UK, they have a career opportunity for a dynamic and focused Financial Advisers. Working as a...
-
Financial Adviser
7 months ago
Sheffield, United Kingdom Integrity Talent Solutions Ltd Full timeAre you a Financial Adviser looking for an exciting and rewarding role? My client is looking for a home-based Financial Adviser to provide tailored financial advice to an existing client bank. They are looking for a Financial Adviser in the South Yorkshire area. You will need to have a solid financial background and a proven track record of delivering...
-
Financial Adviser
2 days ago
Sheffield, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Services Location: Sheffield **Salary**: £40,000 Job Ref: 16069 **Job Description**: Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established Financial Advice firm in Sheffield. Company: This is a Sheffield based company, offering financial planning and...
-
Independent Financial Adviser
3 days ago
Sheffield, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals...
-
Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...
-
Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals...
-
Independent Financial Adviser
2 weeks ago
Sheffield, United Kingdom AFH Wealth Management Full timeJob Description Independent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and...
-
Independent Financial Adviser
6 months ago
Sheffield, United Kingdom NJR Recruitment Full time**Independent Financial Adviser** EMPLOYED ROLE NJR Recruitment is delighted to be working with a well established Award Winning National firm of Financial Planners who are looking to expand their advising team to support clients in the East Yorkshire region. We are looking to speak to experienced Advisors who have delivered face to face advice on a...
-
Independent Financial Adviser
7 months ago
Sheffield, United Kingdom NJR Recruitment Full timeIndependent Financial Adviser EMPLOYED ROLE NJR Recruitment is delighted to be working with a well established Award Winning National firm of Financial Planners who are looking to expand their advising team to support clients in the East Yorkshire region. We are looking to speak to experienced Advisors who have delivered face to face advice on a variety...
-
Investment Advisor
3 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJunior Financial Adviser Job DescriptionA leading Wealth Management Company is looking for a talented and ambitious Junior Financial Adviser to join their team in the UK.This is an exciting opportunity for someone to develop their skills and knowledge in wealth management, work with a full client bank, and progress their career in the industry.Main...
-
Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team. Whats in it for you? ...
-
Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.Whats in it for you? Excellent...
-
Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.Whats in it for you? Excellent...
-
Independent Financial Adviser
2 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeJob Description Our Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team. Whats in it...
-
Independent Financial Adviser
2 weeks ago
sheffield, south yorkshire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...
-
Financial Adviser
1 day ago
Sheffield, United Kingdom Truestar Talent Ltd Full timeMy client one of the UK’s most prominent names in banking and asset management, whose aim is to help more people across the UK benefit from financial advice. Their heritage goes back over 400 years, but their approach is built for the future needs of theirclients. They offer solid foundations and strong performance and customer service. They take a...
-
Independent Financial Adviser
2 weeks ago
sheffield, south yorkshire, United Kingdom AFH Wealth Management Full timeJob Description Independent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and...
-
Trainee Financial Adviser
6 months ago
Sheffield, United Kingdom Tempest Jones Full time**Trainee Financial Planner/ Experienced Financial Planner** A unique opportunity has arisen for an Experienced Financial Planner or Trainee Planner to join a reputable wealth management practice in their Sheffield office. On offer would be exceptional training, good quality existing clients, a competitive employed contract and the chance to further...
-
NJR Recruitment | Independent Financial Adviser
3 weeks ago
Sheffield, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and independent wealth management practice who are based in the Sheffield area who have a reputation for providing trusted financial solutions to High Net Worth individuals and businesses. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team. Excellent basic salary ~...