Financial Adviser

2 months 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 have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank

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

**Responsibilities**:
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
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: NJR13716

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