Independent Financial Adviser

1 month 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

Pay: £35,000.00-£45,000.00 per year

Work Location: In person

Reference ID: NJR14367

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