Financial Adviser

3 weeks ago

Wakefield, United Kingdom NJR Recruitment Full time

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

Wakefield
£35000 - £45000 28/02/2024
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

  • Financial Adviser

    6 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 24/11/2023 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...

  • Financial Adviser

    6 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Wakefield £35000 - £45000 16/02/2024 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....

  • Financial Adviser

    1 month 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....

  • Financial Adviser

    1 month ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 27/11/2023 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...

  • Financial Adviser

    4 weeks ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 29/11/2023 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...

  • Independent Financial Adviser

    4 weeks ago

    Wakefield South, United Kingdom NJR Recruitment Full time

    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...

  • Financial Administrator

    4 weeks ago

    Wakefield, United Kingdom Search Consultancy Full time

    Are you ready to take the next step in your career ? Search partnered with a Wealth Management/Financial Planning company who are looking for a Financial Administrator to join their experienced team. The business provides professional financial advice and support to their clients dealing with things like investment planning, retirement planning, protection...

  • Rc406 Financial Investigator

    4 weeks ago

    Wakefield, United Kingdom North Yorkshire Police Full time

    THIS VACANCY WILL BE ADVERTISED EXTERNALLY. Financial Investigators Regional Economic Crime Unit Wakefield 1x Full time post Market Factor supplement of £9,127 to those who qualify for the Advanced Financial Investigator role West Yorkshire Police is looking to appoint a Financial Investigator to work with the Regional Economic Crime Unit based at...

  • Financial Controller

    3 days ago

    Wakefield, United Kingdom ABPM Recruitment Ltd Full time

    £80,000 to £90,000 Wakefield, West Yorkshire A qualified and proven finance leader with a background in manufacturing and IT systems development is being hired by our client. You will be reporting to the Managing Director and your responsibilities would include: Financial Management Working with the Managing Director and management team to critically...

  • Associate Director of Finance

    1 week ago

    Wakefield, United Kingdom NHS West Yorkshire Integrated Care Board Full time

    As a senior member of the Integrated Care Board (ICB), you will be responsible for leading on all aspects of financial governance for the ICB, including leading and managing the financial accounting/financial services team. The postholder will lead in such a way as to ensure they and the team meet the four requirements of Integrated Care Systems and in doing...

  • Independent Living Adviser

    4 weeks ago

    Wakefield, United Kingdom Penderels Trust Full time

    We are looking for someone to join our Wakefield team. You will be instrumental in providing advice and information to individuals with disabilities who live independently. This is a varied role that is based in the office/home and will involve travel throughout the community. **Location**:Homeworking **Salary**:£24,142 per annum, increasing to £24,625...

  • Financial Investigator Regional Economic Crime Unit

    4 weeks ago

    Wakefield, United Kingdom West Yorkshire Police Full time

    Location - Wakefield Salary - £25,758 to £36,171 Job Advert - THIS VACANCY WILL BE ADVERTISED EXTERNALLY. - Financial Investigators - Regional Economic Crime Unit - Wakefield - 1x Full time post - Market Factor supplement of £9,127 to those who qualify for the Advanced Financial Investigator role - West Yorkshire Police is looking to appoint a Financial...

  • Client Support Executive

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support Executive. In this position you'll be...

  • Client Support Executive

    2 weeks ago

    Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support Executive. In this position you'll be...

  • Paraplanner

    4 weeks ago

    Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

  • Paraplanner

    3 weeks ago

    Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

  • Paraplanner Administrator

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    We are currently recruiting for a family practice of one of the UK’s leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning. We are seeking...

  • Paraplanner (Pensions Management)

    2 weeks ago

    Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full time

    A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...

  • Paraplanner (Pensions Management)

    1 day ago

    Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full time

    A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes - 50:50 split Package: £32-37k base DOE + bonus and full company benefits • 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan -...

  • Paraplanner (Pensions Management)

    2 weeks ago

    Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full time

    A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...