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Junior Financial Adviser

3 months ago

Sheffield, United Kingdom NJR Recruitment Full time

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

Sheffield
£40000 - £50000 08/03/2024
NJR14649
Plus Bonus

DESCRIPTION

NJR Recruitment is pleased to once again be recruiting for one of the UK\'s leading firm of financial planners who now have an exciting opportunity for a Junior Financial Adviser to join their team.

Doing a combination of servicing existing clients and generating new clients, this is a varied client facing role and would be a great opportunity for someone who is early into the advising career, who wants to join a company that really invests and develops their staff.

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 a Junior Wealth Planner, you will acquire new clients, through referrals, and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers. You will also service a book of existing clients, nsuring that all annual reviews are completed.
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

What we need from you
Minimum 1 year of previous experience as a financial planner
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 NJR14649