Financial Planner

13 hours ago


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

We are seeking an experienced Financial Adviser to join our client's team in the North East region. As a highly successful and innovative IFA Practice, we provide unique financial solutions to High Net Worth individuals and businesses across the UK.

About the Role

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
  • 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 in an independent setting
  • Strong knowledge of pensions, investments, and complex financial products
  • Minimum of Level 4 Diploma Qualified, with a preference for 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

As a regulated role, the successful candidate will need to pass a credit check, DBS check, and provide a regulated reference. If you are looking to take your career to the next level and join a thriving IFA firm, please apply now or contact NJR Recruitment quoting NJR15160.


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