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Financial Planner

2 months ago

Newton Aycliffe, Durham, United Kingdom NJR Recruitment Full time
Financial Adviser Opportunity

NJR Recruitment is seeking an experienced Financial Adviser to join a highly successful and innovative IFA Practice in the North East region.

This is an exciting opportunity for a motivated individual to further their career within Financial Services with a growing business committed to providing independent face-to-face advice to clients.

Key Responsibilities:

  • Acquire new clients through referrals and proactive presentations to potential clients and introducers
  • Service an existing client base
  • Conduct thorough fact finds and present financial options to clients
  • Work with the paraplanning and compliance teams
  • Conduct annual reviews

Requirements:

  • Minimum 4 years of previous experience as a financial planner from an independent setting
  • A strong knowledge of a range of pensions, investments, and complex financial products
  • Minimum of Level 4 Diploma Qualified, with a preference for those working towards Chartered status
  • Excellent communication skills
  • Driving licence and own vehicle

What We Offer:

  • Great basic salary
  • Generous bonus structure
  • Full admin and paraplanning support
  • Clients provided
  • 25 days annual leave & Bank Holidays
  • Additional day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Excellent Training and Development

About the Company:

NJR Recruitment is a leading recruitment agency specializing in Financial Services. We are committed to providing high-quality candidates to our clients and offer a range of benefits to our employees.

How to Apply:

If you are a motivated and experienced Financial Adviser looking to take your career to the next level, please apply now or contact NJR Recruitment quoting NJR15160.