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Independent Financial Adviser
3 months ago
**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**
***
Hull
£50000 - £70000 26/04/2024
NJR14812
Plus Bonus
DESCRIPTION
Financial Adviser
Hull
Our Client is a highly successful and innovative IFA Practice who are based in the Hull region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
What\'s in it for you?
\" Great basic salary
\" Generous bonus structure
\" Full admin and paraplanning support
\" Clients provided
\" 25 days annual leave & Bank Holidays
\" Additional day off for your birthday
\" Contributory pension scheme
\" Private Healthcare
\" Life assurance
\" Health insurance
\" Charity volunteer days
\" Excellent Training and Development
As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients, as well as servicing an existing client base.
Duties will include:
\" Speaking to clients in person, through video calls and telephone
\" Conduct thorough fact finds
\" Present financial options to clients
\" Work with the paraplanning and compliance teams
\" Conduct annual reviews
What we need from you:
\" Minimum 3 years of previous experience as a financial planner preferably from an independent setting
\" A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
\" Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
\" Excellent communication skills
\" Driving licence and own vehicle
If you are looking to take your career to the next level and join a thriving IFA firm, then or contact NJR Recruitment quoting NJR14812