Junior Financial Advisor
1 week ago
NJR Recruitment is pleased to be partnering with a leading firm of financial planners to recruit a Junior Financial Adviser to join their team.
This is a varied client-facing role that involves a combination of servicing existing clients and generating new business. The ideal candidate will be early in their advising career and looking to join a company that invests in and develops its staff.
What's in it for you?
- Competitive basic salary
- Generous bonus structure
- Full administrative 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 opportunities
As a Junior Financial Adviser, you will be responsible for acquiring new clients through referrals and proactive presentations to potential clients and introducers. You will also service a book of existing clients, ensuring that all annual reviews are completed.
Duties will include:
- Speaking to clients in person, through video calls and telephone
- Conducting thorough fact finds
- Presenting financial options to clients
- Working with the paraplanning and compliance teams
What we need from you:
- Minimum 2 years of previous experience as a financial planner
- Minimum of Level 4 Diploma Qualified, although those working towards Chartered would be of most interest
- Excellent communication skills
- Driving licence and own vehicle
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.
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