Financial Adviser

3 weeks ago

Wakefield, United Kingdom NJR Recruitment Full time

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

Wakefield
£35000 - £45000
15/11/2023
NJR14367
Plus Car Allowance and Bonus

DESCRIPTION

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

  • Financial Adviser

    1 month ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 07/11/2023 NJR13716 Plus Bonus DESCRIPTION Independent Financial Adviser 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...

  • Financial Adviser

    1 month ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 28/03/2023 NJR13716 Plus Bonus DESCRIPTION Independent Financial Adviser 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...

  • Financial Adviser

    4 weeks ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 26/05/2023 NJR13716 Plus Bonus DESCRIPTION Independent Financial Adviser 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...

  • Financial Adviser

    4 weeks ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £35000 - £45000 16/08/2023 NJR13716 Plus Bonus DESCRIPTION Independent Financial Adviser 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...

  • Financial Adviser

    1 month ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Wakefield £35000 - £45000 26/02/2024 NJR14367 Plus Car Allowance and Bonus DESCRIPTION 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....

  • Financial Adviser

    4 weeks ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Wakefield £35000 - £45000 02/02/2024 NJR14367 Plus Car Allowance and Bonus DESCRIPTION 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....

  • Financial Adviser

    4 weeks ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Wakefield £35000 - £45000 28/02/2024 NJR14367 Plus Car Allowance and Bonus DESCRIPTION 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....

  • Trainee Financial Adviser

    5 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £30000 - £40000 27/02/2023 NJR13570 Plus Bonus DESCRIPTION Paraplanner / Trainee Financial Adviser Wakefield £30,000 - £40,000 + Bonus Initially working as a paraplanner, this role will involve Writing and conducting research for suitability reports Working closely with the...

  • Trainee Financial Adviser

    3 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £30000 - £40000 01/03/2023 NJR13570 Plus Bonus DESCRIPTION Paraplanner / Trainee Financial Adviser Wakefield £30,000 - £40,000 + Bonus Initially working as a paraplanner, this role will involve Writing and conducting research for suitability reports Working closely with the...

  • Financial Adviser

    4 weeks 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...

  • Financial Planning Administator

    3 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £20000 - £23000 28/02/2023 NJR13608 Plus Benefits DESCRIPTION Financial Planning Administrator Location: Wakefield Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free...

  • Financial Planning Administator

    3 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Wakefield £20000 - £23000 01/03/2023 NJR13608 Plus Benefits DESCRIPTION Financial Planning Administrator Location: Wakefield Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free...

  • Financial Planning Administrator

    3 days ago

    Wakefield, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator Location: Wakefield £20,000 - £23,000 Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but study support, Private Health Insurance, free onsite parking, and so much more! NJR are currently working with a well established firm of Financial Advisers who are...

  • Financial Controller

    2 weeks ago

    Wakefield, United Kingdom ABPM Recruitment Ltd Full time

    £80,000 to £90,000 Wakefield, West Yorkshire A qualified and proven finance leader with a background in manufacturing and IT systems development is being hired by our client. You will be reporting to the Managing Director and your responsibilities would include: Financial Management Working with the Managing Director and management team to critically...

  • Rc392 Financial Investigator Regional Economic

    1 month ago

    Wakefield, United Kingdom North Yorkshire Police Full time

    Financial Investigators Regional Economic Crime Unit Wakefield A number of full-time posts are available Market Factor supplement of £9,000 to those who qualify for the Advanced Financial Investigator role West Yorkshire Police is looking to appoint Financial Investigator to work with the Regional Economic Crime Unit based at Wakefield. A number of...

  • Financial Controller

    6 days ago

    Wakefield, United Kingdom ABPM Recruitment Ltd Full time

    £80,000 to £90,000 Wakefield, West Yorkshire A qualified and proven finance leader with a background in manufacturing and IT systems development is being hired by our client. You will be reporting to the Managing Director and your responsibilities would include: Financial Management Working with the Managing Director and management team to critically...

  • Head of Financial Management

    4 weeks ago

    Wakefield, United Kingdom South West Yorkshire Partnership NHS Trust Full time

    1. Job Summary 1.1. The Head of Financial Management has oversight, and responsibility, for providing strategic financial advice and support to all care groups and services in order to enable them to fulfil the organisation objectives. 1.2. The scope of services within this portfolio is large, diverse, complex and includes: Mental and physical health...

  • Financial Investigator Regional Economic Crime Unit

    4 weeks ago

    Wakefield, United Kingdom West Yorkshire Police Full time

    Location - Wakefield Salary - £25,758 to £36,171 Job Advert - THIS VACANCY WILL BE ADVERTISED EXTERNALLY. - Financial Investigators - Regional Economic Crime Unit - Wakefield - A number of full-time posts are available - Market Factor supplement of £9,000 to those who qualify for the Advanced Financial Investigator role - West Yorkshire Police is...

  • Client Support Executive

    1 month ago

    Wakefield, United Kingdom Lime People Full time

    Posted on March 1, 2023 by Simon Hyde My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support...

  • Client Support Executive

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support Executive. In this position you'll be...