Financial Planner

3 weeks ago


Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time
About the Role

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
Requirements
  • 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
What We Offer
  • 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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