Financial Planner
3 weeks ago
We are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.
Key Responsibilities- Conduct thorough fact finds and present financial options to clients
- Work with the paraplanning and compliance teams to ensure regulatory compliance
- Conduct annual reviews and provide ongoing financial planning services
- Develop and maintain strong relationships with clients and introducers
- Minimum 5 years of previous experience as a financial planner in an independent setting
- Strong knowledge of a range of pensions, investments, and complex financial products
- Minimum of Level 4 Diploma Qualified, with a preference for Chartered status
- Excellent communication and interpersonal skills
- Driving license and own vehicle
- Great basic salary and generous bonus structure
- Full admin and paraplanning support
- Clients provided
- 25 days annual leave and Bank Holidays
- Additional day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Excellent Training and Development
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Financial Planner
6 days ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...
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Financial Planner
6 days ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...
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Financial Planner
7 days ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...
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Financial Planner
7 days ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial professional looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further!At Exchange Street Claims & Financial Services, we're committed to providing our clients with exceptional service and support. As a Financial...
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Financial Planner
15 hours ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeFind Balance in Your CareerAt Exchange Street Claims & Financial Services, we understand that a successful career is about finding a balance between hard work and rewarding outcomes. That's why we're looking for a talented Financial Planner to join our team.As a Financial Planner, you'll have the opportunity to work with a diverse range of clients, helping...
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Financial Planner
13 hours ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeFind Balance in Your CareerAt Exchange Street Claims & Financial Services, we understand that a successful career is about finding a balance between hard work and rewarding outcomes. That's why we're looking for a talented Financial Planner to join our team.As a Financial Planner, you'll have the opportunity to work with a diverse range of clients, helping...
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Financial Planner
2 weeks ago
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Financial Planner
2 weeks ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...
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Financial Planner
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Financial Planner
1 week ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...
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Financial Planner
1 week ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...
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Financial Planner
1 week ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential as a Financial PlannerAre you a motivated and experienced financial planner looking for a new challenge? Do you want to work for a company that values balance and fairness? Look no further than Exchange Street Claims & Financial Services.About the RoleWe are seeking a level 4 adviser (level 6 would be great) with a proven track record...
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2 weeks ago
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Financial Planner
2 weeks ago
Macclesfield, Cheshire East, United Kingdom Exchange Street Claims & Financial Services Full timeFind Your Balance in Financial PlanningWe're looking for a skilled Financial Planner to join our team at Exchange Street Claims & Financial Services. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals and find a better balance between their work and personal life.What We OfferA competitive starting salary...
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Financial Planner
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...
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Financial Planner
2 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our team at NJR Recruitment. As a Financial Planner, you will be responsible for managing a well-established client bank and acquiring new clients through referrals and proactive presentations.Key ResponsibilitiesConduct thorough fact finds and present financial options to clientsWork with...
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