Financial Planner

2 weeks ago

Leicester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leicester
£40000 - £50000
24/04/2023
NJR13640

DESCRIPTION

FINANCIAL ADVISER (Employed OR Self Employed)
Leicester Based

NJR is currently working with a very well-established Firm of Independent Financial Planners Management practice who provide bespoke advice, to Private Clients, Business Owners, Trustees and Sports professionals who now have an excellent opportunity for a talented Financial Planner to join their growing and thriving organisation.

Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications.

Working from their office based in Nottingham you will provide a full holistic wealth advice to an existing client bank as well as developing long-term client relationships and new private client business opportunities through networking and referrals, developing financial plans for prospective or existing clients and providing them with the appropriate advice, financial products and investments, developing plans and pursuing leads.

**Responsibilities**:
The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships.
Increase income for the business by converting new leads and business opportunities.
Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking.
Consistently comply with legislative, financial, procedural, and quality requirements
Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets
**Requirements**:
Proven experience in a client facing Wealth Management or Financial Planning role
Diploma qualified to Level 4 and ideally working towards Chartered status
Consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena
Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards.
Strong communication and presentation skills with the ability to plan and prioritise workloads.
Attention to detail
A high level of initiative and enthusiasm with the ability to identify opportunities within the wealth management and financial planning arena
Strong product, market and technical knowledge. IT literate (Excel, word, PowerPoint etc).

For more information please contact one of our specialist consultants quoting REF: NJR13640

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