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Financial Planner

2 months ago

Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full time

Job Opportunity: Experienced Financial Adviser Wanted

About the Role:

We are seeking an experienced Financial Adviser to join our team at NJR Recruitment. As a Financial Adviser, you will be responsible for acquiring new clients and servicing an existing client base.

Key Responsibilities:

  • Conduct thorough fact finds with clients to understand their financial needs and goals
  • Present financial options to clients and provide recommendations
  • Work closely with the paraplanning and compliance teams to ensure all client work is completed to a high standard
  • Conduct annual reviews with clients to ensure their financial plans are on track

Requirements:

  • Minimum 4 years of previous experience as a financial planner in an independent setting
  • A strong knowledge of a range of pensions, investments, and complex financial products
  • Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
  • Excellent communication and interpersonal skills
  • Driving licence 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

About Us:

NJR Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing high-quality recruitment services to our clients and candidates.