Financial Adviser
6 months ago
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
**Job Types**: Full-time, Permanent
**Salary**: £35,000.00-£45,000.00 per year
Work Location: In person
Reference ID: NJR14367
-
Independent Financial Adviser
7 months ago
Wakefield South, United Kingdom NJR Recruitment Full timeIndependent 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 Adviser
3 weeks ago
Wakefield, United Kingdom Njr Recruitment Full timeNJR 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 Junior Financial Adviser to join their team and service a full client bank If you are interested in applying for this job, please make sure you meet the...
-
Financial Adviser
3 weeks ago
Wakefield, United Kingdom Njr Recruitment Full timeNJR 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 Junior Financial Adviser to join their team and service a full client bank What's in it for you?Good basic salary Generous bonus scheme Full Admin and...
-
Financial Adviser
6 months ago
South London, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:London/Kent **Salary**: OTE £100,000 **Job Reference**:8864 **Are you interested in the flexibility to work remotely, but still be part of a collaborative team?** **Do you want to work for a firm where you will inherit a substantial client bank and get continued support...
-
Support Specialist for Financial Advisers
1 week ago
Wakefield, Wakefield, United Kingdom Ellis James Partners Full timeWe are looking for a skilled Support Specialist to enhance the client experience in our Financial Adviser Support team at Ellis James Partners.In this role, you will be responsible for providing administrative support to our Financial Advisers, ensuring that all client interactions are handled efficiently and effectively.Main Tasks:Manage client data and...
-
Independent Financial Adviser
7 months ago
South London, United Kingdom RecruitUK Full time**Job Title**: Financial Adviser **Location**:South London **Salary**: £40,000 + generous bonus **Job reference**: 8861 Recruit UK are working on an excellent opportunity for a Financial Adviser based in or around South London to join an Independent Financial Advice practice. This independent and directly authorised firm is looking for a new...
-
Financial Adviser
3 weeks ago
Wakefield, West Yorkshire, United Kingdom NJR Recruitment Full timeNJR 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 Junior Financial Adviser to join their team and service a full client bank What's in it for you? Good basic salary Generous bonus scheme Full Admin...
-
Independent Financial Adviser
1 week 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...
-
Independent Financial Adviser
5 days 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...
-
Support Specialist for Financial Advisers
1 week ago
Wakefield, Wakefield, United Kingdom Ellis James Partners Full timeClient Support Specialist RoleWe are seeking a detail-oriented and customer-focused Client Support Specialist to join our team at Ellis James Partners.In this role, you will play a vital part in maintaining accurate client records, processing new client applications, and preparing reports and presentations for adviser meetings.Key Accountabilities:Manage...
-
Adviser Support Specialist
2 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeJob Description Financial Adviser Support Location: Wakefield A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser Support Location: Wakefield A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...
-
Independent Financial Adviser
3 weeks ago
Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be recruiting for a well-established financial planning firm dedicated to delivering tailored financial advice and building long-term relationships with their clients. Due to continued growth, we are seeking a talented and motivated Financial Adviser to join their dynamic team in Barnsley. Whats in it for you? Client Bank...
-
Independent Financial Adviser
2 weeks ago
Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time €50,000NJR Recruitment is thrilled to be recruiting for a well-established financial planning firm dedicated to delivering tailored financial advice and building long-term relationships with their clients. Due to continued growth, we are seeking a talented and motivated Financial Adviser to join their dynamic team in Barnsley. Ready to make your application...
-
Independent Financial Adviser
2 weeks ago
Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time €50,000NJR Recruitment is thrilled to be recruiting for a well-established financial planning firm dedicated to delivering tailored financial advice and building long-term relationships with their clients. Due to continued growth, we are seeking a talented and motivated Financial Adviser to join their dynamic team in Barnsley. Ready to make your application...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser Support Location: Wakefield A well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team. This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser SupportLocation: WakefieldA well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser SupportLocation: WakefieldA well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser SupportLocation: WakefieldA well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...
-
Adviser Support Specialist
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Full timeFinancial Adviser SupportLocation: WakefieldA well-established financial planning firm with proven success in developing high-performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and...