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Financial Planner

2 months ago

Hull, Kingston upon Hull, 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 based in the Hull region.

About the Role

This is an exciting opportunity for a motivated individual to become part of an ambitious team and further their career within Financial Services.

Key Responsibilities
  • Acquire new clients through referrals and proactive presentations
  • Service an existing client base
  • Conduct thorough fact finds and present financial options
  • Work with the paraplanning and compliance teams
  • Conduct annual reviews
Requirements
  • Minimum 4 years of previous experience as a financial planner
  • Strong knowledge of pensions, investments, and complex financial products
  • Minimum of Level 4 Diploma Qualified
  • 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

As a Financial Adviser, you will play a key role in providing independent face-to-face advice to clients and contributing to the growth and success of the company.

Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check, and provide a regulated reference.