Financial Adviser

6 months 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 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



  • 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 Adviser

    3 weeks ago


    Wakefield, United Kingdom Njr Recruitment Full time

    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 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 time

    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 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...


  • Wakefield, Wakefield, United Kingdom Ellis James Partners Full time

    We 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...


  • 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 time

    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 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...


  • sheffield, south yorkshire, United Kingdom AFH Wealth Management Full time

    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 future financial...


  • sheffield, south yorkshire, United Kingdom AFH Wealth Management Full time

    Job 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...


  • Wakefield, Wakefield, United Kingdom Ellis James Partners Full time

    Client 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    Job 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    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 Advisers and...


  • Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time

    NJR 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...


  • Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time €50,000

    NJR 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...


  • Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time €50,000

    NJR 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    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 Advisers and...


  • Wakefield, United Kingdom Ellis James Partners Full time

    Financial 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    Financial 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    Financial 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...


  • Wakefield, United Kingdom Ellis James Partners Full time

    Financial 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...